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Altria Group Inc (MO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares12,507,878 from 12,549,406
Change-41,528 (0%)
Value$842.3M (-$60.6M)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares4,307,419 from 4,079,665
Change+227,754 (+6%)
Value$290.1M (-$3.5M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares4,277,019 from 4,246,967
Change+30,052 (+1%)
Value$288.1M (-$17.6M)
Filed 2026-11-04
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares3,310,086 from 3,301,598
Change+8,488 (+0%)
Value$222.9M (-$14.6M)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares2,892,495 from 2,785,379
Change+107,116 (+4%)
Value$194.8M (-$5.6M)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares2,642,776 from 2,667,459
Change-24,683 (-1%)
Value$178.0M (-$14.0M)
Filed 2026-10-21
Citigroup Inc
INCREASED
Shares2,548,510 from 1,953,495
Change+595,015 (+30%)
Value$171.6M (+$31.1M)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares2,048,127 from 1,804,601
Change+243,526 (+13%)
Value$137.9M (+$8.1M)
Filed 2026-11-03
Assenagon Asset Management S.A.
DECREASED
Shares1,750,794 from 3,606,561
Change-1,855,767 (-51%)
Value$117.9M (-$141.6M)
Filed 2026-10-15
Principal Financial Group Inc
DECREASED
Shares1,743,580 from 1,933,124
Change-189,544 (-10%)
Value$117.4M (-$21.7M)
Filed 2026-11-02
Virginia Retirement Systems ET Al
INCREASED
Shares1,308,468 from 1,228,522
Change+79,946 (+7%)
Value$88.1M (-$279.9K)
Filed 2026-10-28
New York State Teachers Retirement System
DECREASED
Shares1,270,628 from 1,334,569
Change-63,941 (-5%)
Value$85.6M (-$10.5M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares1,170,667 from 1,292,150
Change-121,483 (-9%)
Value$78.8M (-$14.1M)
Filed 2026-11-02
DekaBank Deutsche Girozentrale
INCREASED
Shares1,105,900 from 388,836
Change+717,064 (+184%)
Value$75.9K (+$50.3K)
Filed 2026-10-27
Exchange Traded Concepts, LLC
INCREASED
Shares1,059,799 from 896,223
Change+163,576 (+18%)
Value$71.4M (+$6.9M)
Filed 2026-10-28
CIBC Asset Management Inc
INCREASED
Shares957,086 from 942,764
Change+14,322 (+2%)
Value$64.5M (-$3.4M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares929,095 from 887,099
Change+41,996 (+5%)
Value$62.6M (-$1.3M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares915,427 from 768,103
Change+147,324 (+19%)
Value$63.8M (+$9.2M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares912,830 from 881,440
Change+31,390 (+4%)
Value$61.5M (-$2.0M)
Filed 2026-11-02
Asset Management One Co., Ltd.
DECREASED
Shares820,477 from 844,623
Change-24,146 (-3%)
Value$55.3M (-$5.5M)
Filed 2026-10-27
Todd Asset Management LLC
DECREASED
Shares813,882 from 824,190
Change-10,308 (-1%)
Value$54.8M (-$4.5M)
Filed 2026-10-27
Pictet Asset Management Holding SA
DECREASED
Shares783,497 from 795,152
Change-11,655 (-1%)
Value$52.8M (-$4.5M)
Filed 2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED
Shares732,472 from 744,699
Change-12,227 (-2%)
Value$49.3M (-$4.3M)
Filed 2026-10-20
Illinois Municipal Retirement Fund
DECREASED
Shares652,908 from 679,959
Change-27,051 (-4%)
Value$44.0M (-$5.0M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares627,107 from 644,513
Change-17,406 (-3%)
Value$42.2M (-$4.1M)
Filed 2026-11-05
Nisa Investment Advisors, LLC
INCREASED
Shares609,427 from 605,147
Change+4,280 (+1%)
Value$41.7M (-$2.4M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares582,801 from 516,410
Change+66,391 (+13%)
Value$39.2M (+$2.1M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares557,736 from 565,620
Change-7,884 (-1%)
Value$37.6M (-$3.1M)
Filed 2026-11-05
State of New Jersey Common Pension Fund D
DECREASED
Shares542,602 from 545,812
Change-3,210 (-1%)
Value$36.5M (-$2.7M)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
INCREASED
Shares535,048 from 526,225
Change+8,823 (+2%)
Value$36.0M (-$1.8M)
Filed 2026-10-27
Alps Advisors Inc
INCREASED
Shares520,765 from 499,193
Change+21,572 (+4%)
Value$35.1M (-$848.6K)
Filed 2026-11-03
Vontobel Holding Ltd.
INCREASED
Shares488,619 from 484,354
Change+4,265 (+1%)
Value$32.9M (-$1.9M)
Filed 2026-10-16
Czech National Bank
INCREASED
Shares479,758 from 475,315
Change+4,443 (+1%)
Value$32.3M (-$1.9M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares464,491 from 463,758
Change+733 (+0%)
Value$31.3M (-$2.1M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares462,260 from 389,121
Change+73,139 (+19%)
Value$30.9M (+$3.1M)
Filed 2026-11-04
iA Global Asset Management Inc.
INCREASED
Shares438,233 from 431,462
Change+6,771 (+2%)
Value$29.5M (-$1.5M)
Filed 2026-10-29
Swiss Life Asset Management Ltd
DECREASED
Shares432,636 from 3,890,040
Change-3,457,404 (-89%)
Value$29.1M (-$250.8M)
Filed 2026-11-03
Conning Inc.
INCREASED
Shares426,996 from 400,006
Change+26,990 (+7%)
Value$28.8M (-$26.5K)
Filed 2026-10-27
State of Michigan Retirement System
DECREASED
Shares419,542 from 427,542
Change-8,000 (-2%)
Value$28.3M (-$2.5M)
Filed 2026-10-27
Capital Investment Advisors, LLC
DECREASED
Shares417,366 from 681,001
Change-263,635 (-39%)
Value$28.1M (-$20.9M)
Filed 2026-10-22
Crossmark Global Holdings, Inc.
INCREASED
Shares407,273 from 401,127
Change+6,146 (+2%)
Value$27.4M (-$1.4M)
Filed 2026-10-21
Lido Advisors, LLC
INCREASED
Shares393,138 from 334,405
Change+58,733 (+18%)
Value$26.5M (+$2.1M)
Filed 2026-11-04
Wedge Capital Management L L P
DECREASED
Shares390,245 from 418,199
Change-27,954 (-7%)
Value$26.3M (-$3.8M)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares390,029 from 371,812
Change+18,217 (+5%)
Value$26.3M (-$487.2K)
Filed 2026-10-27
D.A. Davidson & Co.
INCREASED
Shares377,776 from 372,126
Change+5,650 (+2%)
Value$25.4M (-$1.3M)
Filed 2026-10-28
Daiwa Securities Group Inc.
DECREASED
Shares375,928 from 518,088
Change-142,160 (-27%)
Value$25.3M (-$12.0M)
Filed 2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares368,903 from 368,834
Change+69 (+0%)
Value$24.8M (-$1.7M)
Filed 2026-11-03
Tctc Holdings, LLC
DECREASED
Shares353,118 from 357,279
Change-4,161 (-1%)
Value$23.8M (-$1.9M)
Filed 2026-11-02
Retirement Systems of Alabama
DECREASED
Shares350,158 from 350,806
Change-648 (0%)
Value$23.6M (-$1.7M)
Filed 2026-11-04
Strs Ohio
DECREASED
Shares338,512 from 369,486
Change-30,974 (-8%)
Value$22.8M (-$3.8M)
Filed 2026-10-30
Xponance LLC
DECREASED
Shares335,036 from 350,545
Change-15,509 (-4%)
Value$22.6M (-$2.7M)
Filed 2026-11-03
Verity & Verity, LLC
INCREASED
Shares331,573 from 323,480
Change+8,093 (+3%)
Value$22.3M (-$946.3K)
Filed 2026-10-23
First Citizens Bank & Trust Co
DECREASED
Shares321,708 from 386,615
Change-64,907 (-17%)
Value$21.7M (-$6.2M)
Filed 2026-10-14
Neos Investment Management LLC
INCREASED
Shares311,525 from 275,042
Change+36,483 (+13%)
Value$21.0M (+$1.2M)
Filed 2026-11-04
Amalgamated Bank
DECREASED
Shares303,126 from 310,912
Change-7,786 (-2%)
Value$20.4M (-$2.0M)
Filed 2026-10-23
Richard C. Young & Co., Ltd.
INCREASED
Shares302,572 from 302,328
Change+244 (+0%)
Value$20.4M (-$1.4M)
Filed 2026-11-04
GW Henssler & Associates LTD
DECREASED
Shares302,348 from 304,896
Change-2,548 (-1%)
Value$20.4M (-$1.6M)
Filed 2026-10-26
Rakuten Investment Management, Inc.
INCREASED
Shares299,710 from 273,210
Change+26,500 (+10%)
Value$20.6M (+$364.9K)
Filed 2026-10-30
IFM Investors Pty Ltd
INCREASED
Shares285,942 from 279,042
Change+6,900 (+2%)
Value$19.3M (-$821.7K)
Filed 2026-10-14
ProShare Advisors LLC
INCREASED
Shares284,025 from 282,175
Change+1,850 (+1%)
Value$19.1M (-$1.2M)
Filed 2026-10-29
Cullen T Bankers, Inc.
INCREASED
Shares268,667 from 256,211
Change+12,456 (+5%)
Value$18.1M (-$342.4K)
Filed 2026-10-28
State of Alaska, Department of Revenue
DECREASED
Shares268,530 from 270,980
Change-2,450 (-1%)
Value$18.1M (-$1.4M)
Filed 2026-10-15
SBI Securities Co., Ltd.
INCREASED
Shares257,599 from 250,671
Change+6,928 (+3%)
Value$17.3M (-$689.1K)
Filed 2026-10-22
Gradient Investments LLC
INCREASED
Shares257,036 from 234,911
Change+22,125 (+9%)
Value$17.3M (+$406.9K)
Filed 2026-10-08
MacKenzie Financial Corp
DECREASED
Shares255,760 from 465,502
Change-209,742 (-45%)
Value$17.2M (-$16.3M)
Filed 2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares250,631 from 263,136
Change-12,505 (-5%)
Value$16.9M (-$2.1M)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares248,166 from 48,848
Change+199,318 (+408%)
Value$16.7M (+$13.2M)
Filed 2026-10-16
CWA Asset Management Group, LLC
INCREASED
Shares247,351 from 219,505
Change+27,846 (+13%)
Value$16.7M (+$863.3K)
Filed 2026-10-19
Tectonic Advisors LLC
INCREASED
Shares244,830 from 232,965
Change+11,865 (+5%)
Value$16.5M (-$275.0K)
Filed 2026-10-22
Adams Asset Advisors, LLC
UNCHANGED
Shares235,728 from 235,728
Change0 (0%)
Value$15.9M (-$1.1M)
Filed 2026-10-08
New York Life Investment Management LLC
DECREASED
Shares228,589 from 228,823
Change-234 (0%)
Value$15.4M (-$1.1M)
Filed 2026-11-04
Busey Bank
INCREASED
Shares226,612 from 223,154
Change+3,458 (+2%)
Value$15.3M (-$796.0K)
Filed 2026-10-26
Davenport & Co LLC
INCREASED
Shares224,858 from 222,848
Change+2,010 (+1%)
Value$15.1M (-$892.6K)
Filed 2026-10-14
Artemis Investment Management LLP
DECREASED
Shares223,926 from 228,924
Change-4,998 (-2%)
Value$15.1M (-$1.4M)
Filed 2026-10-08
University of Texas S AM Investment Management Co
INCREASED
Shares223,537 from 94,171
Change+129,366 (+137%)
Value$15.3M (+$8.4M)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares223,007 from 210,032
Change+12,975 (+6%)
Value$15.0M (-$94.5K)
Filed 2026-10-26
Ritholtz Wealth Management
INCREASED
Shares220,723 from 217,102
Change+3,621 (+2%)
Value$14.9M (-$757.0K)
Filed 2026-11-05
Intact Investment Management Inc.
INCREASED
Shares218,700 from 124,200
Change+94,500 (+76%)
Value$14.7M (+$5.8M)
Filed 2026-11-03
Norden Group LLC
INCREASED
Shares216,871 from 200,635
Change+16,236 (+8%)
Value$14.6M (+$168.4K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares216,149 from 206,324
Change+9,825 (+5%)
Value$14.6M (-$289.5K)
Filed 2026-10-30
Benedict Financial Advisors Inc
DECREASED
Shares215,038 from 215,521
Change-483 (0%)
Value$14.5M (-$1.0M)
Filed 2026-10-07
Oregon Public Employees Retirement Fund
DECREASED
Shares205,263 from 205,333
Change-70 (0%)
Value$13.8M (-$951.3K)
Filed 2026-10-30
Viking Fund Management LLC
INCREASED
Shares205,000 from 202,000
Change+3,000 (+1%)
Value$13.8M (-$729.2K)
Filed 2026-10-14
Keybank National Association
INCREASED
Shares204,209 from 202,791
Change+1,418 (+1%)
Value$13.8M (-$839.4K)
Filed 2026-11-04
ASO Group Ltd
NEW
Shares200,009
Change+200,009
Value$13.5M
Filed 2026-11-05
Cyndeo Wealth Partners, LLC
DECREASED
Shares194,883 from 199,235
Change-4,352 (-2%)
Value$13.1M (-$1.2M)
Filed 2026-10-16
Premier Fund Managers Ltd
DECREASED
Shares190,000 from 197,700
Change-7,700 (-4%)
Value$13.1K (-$1.6K)
Filed 2026-11-02
Old National Bancorp
DECREASED
Shares189,421 from 191,923
Change-2,502 (-1%)
Value$12.8M (-$1.1M)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares188,694 from 185,408
Change+3,286 (+2%)
Value$12.7M (-$633.4K)
Filed 2026-11-05
TrueMark Investments, LLC
INCREASED
Shares185,566 from 87,364
Change+98,202 (+112%)
Value$12.5M (+$6.2M)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares184,928 from 180,896
Change+4,032 (+2%)
Value$12.5M (-$562.4K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares182,754 from 151,975
Change+30,779 (+20%)
Value$12.3M (+$1.4M)
Filed 2026-10-16
Visionary Wealth Advisors
INCREASED
Shares180,846 from 172,890
Change+7,956 (+5%)
Value$12.2M (-$261.2K)
Filed 2026-11-04
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares178,134 from 179,267
Change-1,133 (-1%)
Value$12.0M (-$902.7K)
Filed 2026-10-08
Sterling Capital Management LLC
INCREASED
Shares176,961 from 164,133
Change+12,828 (+8%)
Value$11.9M (+$107.2K)
Filed 2026-10-22
TD Waterhouse Canada Inc.
INCREASED
Shares172,234 from 151,000
Change+21,234 (+14%)
Value$11.5M (+$728.6K)
Filed 2026-10-16
Mutual of America Capital Management LLC
DECREASED
Shares170,490 from 171,773
Change-1,283 (-1%)
Value$11.5M (-$878.3K)
Filed 2026-10-23
KBC Group NV
INCREASED
Shares169,682 from 146,088
Change+23,594 (+16%)
Value$11.4M (+$915.0K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares165,116 from 142,105
Change+23,011 (+16%)
Value$11.1M (+$894.3K)
Filed 2026-10-28
Philip James Wealth Mangement, LLC
DECREASED
Shares161,096 from 171,890
Change-10,794 (-6%)
Value$10.8M (-$1.5M)
Filed 2026-10-27
Milestone Asset Management, LLC
INCREASED
Shares159,594 from 59,252
Change+100,342 (+169%)
Value$10.7M (+$6.5M)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares155,565 from 124,567
Change+30,998 (+25%)
Value$10.5M (+$1.5M)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares155,041 from 147,156
Change+7,885 (+5%)
Value$10.4M (-$147.4K)
Filed 2026-10-29
Columbus Macro, LLC
INCREASED
Shares143,420 from 141,989
Change+1,431 (+1%)
Value$9.7M (-$558.3K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares143,368 from 121,689
Change+21,679 (+18%)
Value$9.7M (+$891.1K)
Filed 2026-10-08
ARS Wealth Advisors Group, LLC
INCREASED
Shares141,558 from 140,269
Change+1,289 (+1%)
Value$9.5M (-$559.8K)
Filed 2026-10-16
Hennessy Advisors Inc
UNCHANGED
Shares139,500 from 139,500
Change0 (0%)
Value$9.4M (-$643.1K)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares134,259 from 129,234
Change+5,025 (+4%)
Value$9.0M (-$257.4K)
Filed 2026-10-15
1834 Investment Advisors Co
DECREASED
Shares132,327 from 134,922
Change-2,595 (-2%)
Value$8.9M (-$796.7K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares131,472 from 126,808
Change+4,664 (+4%)
Value$8.9M (-$270.5K)
Filed 2026-11-05
Kwmg, LLC
INCREASED
Shares130,289 from 128,378
Change+1,911 (+1%)
Value$8.8M (-$463.1K)
Filed 2026-10-07
Brookstone Capital Management
INCREASED
Shares128,246 from 110,357
Change+17,889 (+16%)
Value$8.6M (+$695.9K)
Filed 2026-10-22
Cornerstone Wealth Group, LLC
INCREASED
Shares126,520 from 125,034
Change+1,486 (+1%)
Value$8.5M (-$476.3K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares124,155 from 113,973
Change+10,182 (+9%)
Value$8.4M (+$160.3K)
Filed 2026-10-08
BG Investment Services, LLC
NEW
Shares124,030
Change+124,030
Value$8.4M
Filed 2026-10-23
Venture Visionary Partners LLC
INCREASED
Shares123,638 from 116,118
Change+7,520 (+6%)
Value$8.3M (-$28.9K)
Filed 2026-10-07
Convergence Investment Partners, LLC
INCREASED
Shares118,716 from 99,877
Change+18,839 (+19%)
Value$8.0M (+$808.2K)
Filed 2026-10-28
Symphony Financial, Ltd. Co.
INCREASED
Shares118,649 from 87,957
Change+30,692 (+35%)
Value$8.1M (+$1.6M)
Filed 2026-10-22
Global X Japan Co., Ltd.
DECREASED
Shares116,335 from 138,027
Change-21,692 (-16%)
Value$7.8M (-$2.1M)
Filed 2026-10-21
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares116,317 from 114,956
Change+1,361 (+1%)
Value$7.8M (-$438.3K)
Filed 2026-10-29
Linden Thomas Advisory Services, LLC
INCREASED
Shares113,674 from 112,317
Change+1,357 (+1%)
Value$7.7M (-$426.4K)
Filed 2026-10-19
Inlet Private Wealth, LLC
INCREASED
Shares112,911 from 112,316
Change+595 (+1%)
Value$7.6M (-$477.7K)
Filed 2026-10-21
Annex Advisory Services, LLC
INCREASED
Shares111,485 from 99,819
Change+11,666 (+12%)
Value$7.5M (+$325.4K)
Filed 2026-10-16
Ellsworth Advisors, LLC
DECREASED
Shares110,502 from 128,957
Change-18,455 (-14%)
Value$7.4M (-$1.7M)
Filed 2026-10-15
First National Trust Co
DECREASED
Shares108,678 from 113,299
Change-4,621 (-4%)
Value$7.3M (-$833.5K)
Filed 2026-10-28
Kennon-Green & Company, LLC
DECREASED
Shares108,443 from 116,239
Change-7,796 (-7%)
Value$7.3M (-$1.1M)
Filed 2026-10-05
Avantax Planning Partners, Inc.
INCREASED
Shares108,017 from 104,327
Change+3,690 (+4%)
Value$7.3M (-$232.4K)
Filed 2026-11-03
AGF Management LTD
DECREASED
Shares107,291 from 108,478
Change-1,187 (-1%)
Value$7.2M (-$580.0K)
Filed 2026-11-03
Keystone Financial Planning, Inc.
DECREASED
Shares105,453 from 105,487
Change-34 (0%)
Value$7.1M (-$488.6K)
Filed 2026-10-08
Eagle Global Advisors LLC
DECREASED
Shares105,244 from 105,551
Change-307 (0%)
Value$7.1M (-$507.3K)
Filed 2026-11-02
Howard Capital Management, LLC
DECREASED
Shares104,278 from 107,257
Change-2,979 (-3%)
Value$7.0M (-$695.1K)
Filed 2026-10-16
Altrius Capital Management Inc
INCREASED
Shares103,526 from 99,268
Change+4,258 (+4%)
Value$7.0M (-$170.9K)
Filed 2026-11-05
Central Trust Co
DECREASED
Shares102,394 from 103,245
Change-851 (-1%)
Value$6.9M (-$533.3K)
Filed 2026-11-05
Maryland State Retirement & Pension System
INCREASED
Shares102,274 from 89,550
Change+12,724 (+14%)
Value$6.9M (+$444.0K)
Filed 2026-11-05
Commonwealth Retirement Investments LLC
INCREASED
Shares102,066 from 96,961
Change+5,105 (+5%)
Value$6.9M (-$103.2K)
Filed 2026-10-26
HUB Investment Partners, LLC
INCREASED
Shares101,853 from 98,330
Change+3,523 (+4%)
Value$6.9M (-$216.0K)
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares101,411 from 101,548
Change-137 (0%)
Value$6.8M (-$435.7K)
Filed 2026-10-29
Yousif Capital Management, LLC
DECREASED
Shares99,347 from 109,723
Change-10,376 (-9%)
Value$6.7M (-$1.2M)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares99,122 from 97,813
Change+1,309 (+1%)
Value$6.7M (-$362.7K)
Filed 2026-10-23
Baugh & Associates, LLC
INCREASED
Shares98,794 from 86,599
Change+12,195 (+14%)
Value$5.8M (-$410.7K)
Filed 2026-10-16
Park Avenue Securities LLC
INCREASED
Shares94,896 from 93,905
Change+991 (+1%)
Value$6.4M (-$366.0K)
Filed 2026-10-26
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares93,036 from 81,993
Change+11,043 (+13%)
Value$6.3M (+$365.6K)
Filed 2026-10-13
AUA Capital Management, LLC
UNCHANGED
Shares92,369 from 92,369
Change0 (0%)
Value$6.2M (-$425.8K)
Filed 2026-10-15
Diversify Advisory Services, LLC
DECREASED
Shares91,737 from 92,376
Change-639 (-1%)
Value$6.8M (+$40.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares91,737 from 92,376
Change-639 (-1%)
Value$6.8M (+$40.5K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares91,022 from 78,957
Change+12,065 (+15%)
Value$6.1M (+$447.6K)
Filed 2026-10-23
Financial Security Advisor, Inc.
DECREASED
Shares90,446 from 92,622
Change-2,176 (-2%)
Value$6.2M (-$571.5K)
Filed 2026-11-03
Meyer Handelman Co
DECREASED
Shares90,333 from 90,463
Change-130 (0%)
Value$6.1M (-$425.8K)
Filed 2026-10-28
Hartford Investment Management Co
DECREASED
Shares89,284 from 92,424
Change-3,140 (-3%)
Value$6.0M (-$637.5K)
Filed 2026-11-04
SteelPeak Wealth, LLC
INCREASED
Shares87,984 from 40,601
Change+47,383 (+117%)
Value$6.0M (+$3.0M)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares87,794 from 88,262
Change-468 (-1%)
Value$5.9M (-$438.4K)
Filed 2026-10-05
Prospera Financial Services Inc
INCREASED
Shares87,493 from 81,161
Change+6,332 (+8%)
Value$6.8M (+$986.6K)
Filed 2026-11-04
Connecticut Wealth Management, LLC
INCREASED
Shares86,257 from 75,849
Change+10,408 (+14%)
Value$5.8M (+$351.2K)
Filed 2026-10-13
Strategy Asset Managers LLC
INCREASED
Shares85,754 from 83,186
Change+2,568 (+3%)
Value$5.8M (-$210.5K)
Filed 2026-10-14
Glenview Trust Co
INCREASED
Shares84,945 from 82,092
Change+2,853 (+3%)
Value$5.7M (-$186.3K)
Filed 2026-10-28
Prosperitas Financial LLC
INCREASED
Shares84,381 from 76,848
Change+7,533 (+10%)
Value$5.7M (+$153.0K)
Filed 2026-10-28
Investmark Advisory Group LLC
INCREASED
Shares84,042 from 81,103
Change+2,939 (+4%)
Value$5.7M (-$175.9K)
Filed 2026-10-27
Bellecapital International Ltd.
INCREASED
Shares83,497 from 79,059
Change+4,438 (+6%)
Value$5.6M (-$65.6K)
Filed 2026-10-21
New Mexico Educational Retirement Board
UNCHANGED
Shares83,495 from 83,495
Change0 (0%)
Value$5.6M (-$384.0K)
Filed 2026-11-05
Hourglass Capital, LLC
INCREASED
Shares83,000 from 78,090
Change+4,910 (+6%)
Value$5.6M (-$29.4K)
Filed 2026-10-26
Promethium Advisors,llc
INCREASED
Shares82,848 from 80,975
Change+1,873 (+2%)
Value$5.7M (-$238.9K)
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares82,517 from 82,359
Change+158 (+0%)
Value$5.6M (-$374.0K)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares82,100 from 85,300
Change-3,200 (-4%)
Value$5.5M (-$608.7K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares81,773 from 79,743
Change+2,030 (+3%)
Value$5.5M (-$230.9K)
Filed 2026-10-22
Perigon Wealth Management, LLC
DECREASED
Shares81,502 from 87,304
Change-5,802 (-7%)
Value$5.5M (-$793.2K)
Filed 2026-10-22
CFM Wealth Partners LLC
UNCHANGED
Shares81,261 from 81,261
Change0 (0%)
Value$5.5M (-$374.6K)
Filed 2026-11-05
Community Bank & Trust, Waco, Texas
INCREASED
Shares81,119 from 72,914
Change+8,205 (+11%)
Value$5.5M (+$217.0K)
Filed 2026-10-19
Ascentis Independent Advisors
INCREASED
Shares80,384 from 4,574
Change+75,810 (+1657%)
Value$5.4M (+$5.1M)
Filed 2026-11-03
Ascent Group, LLC
DECREASED
Shares80,088 from 90,290
Change-10,202 (-11%)
Value$5.4M (-$1.1M)
Filed 2026-10-30
Cypress Capital Group
INCREASED
Shares79,668 from 76,169
Change+3,499 (+5%)
Value$5.4M (-$115.5K)
Filed 2026-11-03
Procyon Advisors, LLC
INCREASED
Shares79,312 from 38,779
Change+40,533 (+105%)
Value$5.3M (+$2.6M)
Filed 2026-10-21
Edmp, Inc.
DECREASED
Shares75,753 from 77,690
Change-1,937 (-2%)
Value$5.1M (-$488.7K)
Filed 2026-10-22
Csenge Advisory Group
INCREASED
Shares75,401 from 70,360
Change+5,041 (+7%)
Value$5.1M (+$15.1K)
Filed 2026-11-04
3Chopt Investment Partners, LLC
INCREASED
Shares74,486 from 71,650
Change+2,836 (+4%)
Value$5.1M (-$133.6K)
Filed 2026-10-30
Prime Capital Investment Advisors, LLC
INCREASED
Shares74,072 from 61,838
Change+12,234 (+20%)
Value$5.0M (+$538.8K)
Filed 2026-10-20
CFC Planning Co LLC
INCREASED
Shares73,836 from 68,079
Change+5,757 (+8%)
Value$5.0M (+$73.9K)
Filed 2026-10-28
LVM Capital Management LTD
DECREASED
Shares73,542 from 74,967
Change-1,425 (-2%)
Value$5.0M (-$441.7K)
Filed 2026-10-20
Clifford Swan Investment Counsel LLC
DECREASED
Shares71,765 from 73,127
Change-1,362 (-2%)
Value$4.8M (-$428.8K)
Filed 2026-11-05
Verdence Capital Advisors LLC
DECREASED
Shares71,402 from 72,782
Change-1,380 (-2%)
Value$4.8M (-$428.4K)
Filed 2026-10-26
Thrive Capital Management, LLC
INCREASED
Shares71,270 from 69,379
Change+1,891 (+3%)
Value$4.8M (-$192.5K)
Filed 2026-10-28
PKO Investment Management Joint-Stock Co
NEW
Shares71,128
Change+71,128
Value$4.8M
Filed 2026-10-19
Highland Capital Management, LLC
DECREASED
Shares71,095 from 71,893
Change-798 (-1%)
Value$4.8M (-$385.1K)
Filed 2026-10-26
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares70,582 from 47,710
Change+22,872 (+48%)
Value$4.9M (+$1.5M)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares70,139 from 76,034
Change-5,895 (-8%)
Value$4.7M (-$747.0K)
Filed 2026-10-28
Archford Capital Strategies, LLC
DECREASED
Shares69,899 from 80,096
Change-10,197 (-13%)
Value$4.7M (-$1.1M)
Filed 2026-10-19
Sanders Morris Harris LLC
INCREASED
Shares69,438 from 57,955
Change+11,483 (+20%)
Value$4.8M (+$591.9K)
Filed 2026-10-14
Capital Management Corp
DECREASED
Shares69,238 from 69,603
Change-365 (-1%)
Value$4.7M (-$345.4K)
Filed 2026-10-29
Capital Square, LLC
INCREASED
Shares69,222 from 69,193
Change+29 (+0%)
Value$4.7M (-$306.0K)
Filed 2026-10-19
Ridgepath Capital Management LLC
INCREASED
Shares68,391 from 64,587
Change+3,804 (+6%)
Value$4.6M (-$41.5K)
Filed 2026-10-29
Citizens National Bank Trust Department
UNCHANGED
Shares67,801 from 67,801
Change0 (0%)
Value$4.6M (-$312.6K)
Filed 2026-11-04
Accurate Wealth Management, LLC
INCREASED
Shares67,242 from 56,808
Change+10,434 (+18%)
Value$4.8M (+$733.6K)
Filed 2026-10-20
Frank, Rimerman Advisors LLC
DECREASED
Shares66,939 from 66,975
Change-36 (0%)
Value$4.5M (-$311.2K)
Filed 2026-10-16
Nfsg Corp
DECREASED
Shares66,095 from 69,570
Change-3,475 (-5%)
Value$4.5M (-$554.7K)
Filed 2026-10-15
Krilogy Financial LLC
INCREASED
Shares65,764 from 65,121
Change+643 (+1%)
Value$4.7M (+$27.2K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED
Shares65,676 from 46,709
Change+18,967 (+41%)
Value$4.5M (+$1.1M)
Filed 2026-11-05
Plan Group Financial, LLC
INCREASED
Shares65,625 from 56,096
Change+9,529 (+17%)
Value$4.9M (+$862.2K)
Filed 2026-10-22
Kathmere Capital Management, LLC
INCREASED
Shares65,542 from 64,694
Change+848 (+1%)
Value$4.4M (-$241.1K)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares65,023 from 61,938
Change+3,085 (+5%)
Value$4.4M (-$77.8K)
Filed 2026-10-08
Range Financial Group LLC
INCREASED
Shares64,556 from 62,940
Change+1,616 (+3%)
Value$4.3M (-$181.3K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares64,073 from 62,892
Change+1,181 (+2%)
Value$4.3M (-$210.4K)
Filed 2026-10-13
RMR Wealth Builders
INCREASED
Shares64,067 from 60,666
Change+3,401 (+6%)
Value$4.3M (-$50.6K)
Filed 2026-10-22
Carolina Wealth Advisors, LLC
DECREASED
Shares63,973 from 66,373
Change-2,400 (-4%)
Value$4.3M (-$467.6K)
Filed 2026-10-23
Brighton Jones LLC
INCREASED
Shares63,345 from 37,885
Change+25,460 (+67%)
Value$4.3M (+$1.5M)
Filed 2026-11-03
Verus Capital Partners, LLC
DECREASED
Shares62,016 from 62,808
Change-792 (-1%)
Value$4.2M (-$342.9K)
Filed 2026-11-03
Tokio Marine Asset Management Co LTD
INCREASED
Shares61,728 from 57,468
Change+4,260 (+7%)
Value$4.2M (+$21.9K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
INCREASED
Shares61,644 from 60,834
Change+810 (+1%)
Value$4.2M (-$225.9K)
Filed 2026-11-04
KPP Advisory Services LLC
DECREASED
Shares60,614 from 62,196
Change-1,582 (-3%)
Value$4.1M (-$393.3K)
Filed 2026-10-26
Generali Asset Management SPA SGR
DECREASED
Shares60,470 from 68,674
Change-8,204 (-12%)
Value$4.1M (-$869.0K)
Filed 2026-10-26
Alta Capital Management LLC/
DECREASED
Shares59,349 from 63,608
Change-4,259 (-7%)
Value$4.0M (-$580.0K)
Filed 2026-10-26
Globalt Investments LLC / GA
DECREASED
Shares59,171 from 61,200
Change-2,029 (-3%)
Value$4.0M (-$418.7K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED
Shares58,912 from 59,499
Change-587 (-1%)
Value$4.0M (-$313.8K)
Filed 2026-10-23
Independent Solutions Wealth Management, LLC
DECREASED
Shares58,424 from 60,125
Change-1,701 (-3%)
Value$3.9M (-$391.7K)
Filed 2026-10-28
Valley National Advisers Inc
DECREASED
Shares58,285 from 59,262
Change-977 (-2%)
Value$3.9M (-$338.9K)
Filed 2026-10-23
Regions Financial Corp
DECREASED
Shares56,882 from 58,274
Change-1,392 (-2%)
Value$3.8M (-$362.4K)
Filed 2026-11-05
Three Seasons Wealth, LLC
INCREASED
Shares56,289 from 51,496
Change+4,793 (+9%)
Value$3.8M (+$85.4K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
DECREASED
Shares55,771 from 57,018
Change-1,247 (-2%)
Value$3.8M (-$346.8K)
Filed 2026-11-05
LVW Advisors, LLC
DECREASED
Shares55,134 from 55,663
Change-529 (-1%)
Value$3.7M (-$292.3K)
Filed 2026-10-19
Verus Financial Partners, Inc.
DECREASED
Shares54,551 from 54,706
Change-155 (0%)
Value$3.7M (-$262.7K)
Filed 2026-10-29
Pittenger & Anderson Inc
DECREASED
Shares54,490 from 77,185
Change-22,695 (-29%)
Value$3.7M (-$1.9M)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares53,857 from 53,155
Change+702 (+1%)
Value$3.7M (-$194.2K)
Filed 2026-10-16
Carnegie Investment Counsel
DECREASED
Shares53,557 from 53,719
Change-162 (0%)
Value$3.6M (-$258.6K)
Filed 2026-10-20
Private Management Group Inc
DECREASED
Shares53,393 from 53,912
Change-519 (-1%)
Value$3.6M (-$283.5K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED
Shares53,250 from 60,458
Change-7,208 (-12%)
Value$3.6M (-$764.1K)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares53,239 from 55,021
Change-1,782 (-3%)
Value$3.6M (-$373.6K)
Filed 2026-11-02
Leelyn Smith, LLC
INCREASED
Shares53,071 from 52,075
Change+996 (+2%)
Value$3.6M (-$173.0K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares53,028
Change+53,028
Value$3.6M
Filed 2026-11-04
Capital Investment Advisory Services, LLC
INCREASED
Shares52,536 from 52,132
Change+404 (+1%)
Value$3.5M (-$210.0K)
Filed 2026-10-30
MH & Associates Securities Management Corp
INCREASED
Shares52,458 from 52,329
Change+129 (+0%)
Value$3.5M (-$232.6K)
Filed 2026-10-30
O'Domhnaill Enterprises, Inc.
DECREASED
Shares51,979 from 54,272
Change-2,293 (-4%)
Value$3.5M (-$404.6K)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
DECREASED
Shares51,737 from 52,940
Change-1,203 (-2%)
Value$3.5M (-$325.1K)
Filed 2026-11-05
Cohen Klingenstein LLC
UNCHANGED
Shares51,203 from 51,203
Change0 (0%)
Value$3.4M (-$236.0K)
Filed 2026-10-15
North Dakota State Investment Board
DECREASED
Shares51,194 from 52,607
Change-1,413 (-3%)
Value$3.4M (-$337.7K)
Filed 2026-10-27
Pinnacle Associates LTD
DECREASED
Shares50,736 from 51,736
Change-1,000 (-2%)
Value$3.4M (-$305.8K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares50,685 from 48,719
Change+1,966 (+4%)
Value$3.4M (-$92.3K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares50,388 from 45,855
Change+4,533 (+10%)
Value$3.4M (+$93.8K)
Filed 2026-10-23
Associated Banc-Corp
INCREASED
Shares50,075 from 49,054
Change+1,021 (+2%)
Value$3.4M (-$157.4K)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
INCREASED
Shares49,984 from 44,220
Change+5,764 (+13%)
Value$3.4M (+$184.3K)
Filed 2026-10-21
Gerald Baker Financial Group LLC
DECREASED
Shares49,152 from 49,174
Change-22 (0%)
Value$3.3M (-$228.2K)
Filed 2026-10-09
Moneco Advisors, LLC
DECREASED
Shares48,935 from 51,889
Change-2,954 (-6%)
Value$3.3M (-$438.1K)
Filed 2026-11-05
Allen Investment Management, LLC
UNCHANGED
Shares48,372 from 48,372
Change0 (0%)
Value$3.3M (-$223.0K)
Filed 2026-11-03
TCV Trust & Wealth Management, Inc.
INCREASED
Shares48,184 from 47,161
Change+1,023 (+2%)
Value$3.2M (-$148.5K)
Filed 2026-10-16
Asset Planning,Inc
INCREASED
Shares47,445 from 47,370
Change+75 (+0%)
Value$3.2M (-$213.3K)
Filed 2026-10-26
CX Institutional
INCREASED
Shares47,080 from 40,496
Change+6,584 (+16%)
Value$3.2K (-$2.9M)
Filed 2026-10-02
Citizens Financial Group Inc
INCREASED
Shares46,686 from 36,396
Change+10,290 (+28%)
Value$3.2M (+$570.4K)
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares46,664 from 44,197
Change+2,467 (+6%)
Value$3.1M (-$37.6K)
Filed 2026-10-23
Oak Thistle LLC
NEW
Shares46,337
Change+46,337
Value$3.1M
Filed 2026-10-21
Hunter Associates Investment Management LLC
DECREASED
Shares45,833 from 46,315
Change-482 (-1%)
Value$3.1M (-$250.0K)
Filed 2026-10-26
HF Advisory Group, LLC
INCREASED
Shares45,453 from 42,957
Change+2,496 (+6%)
Value$3.1M (-$29.9K)
Filed 2026-10-09
Precedent Wealth Partners, LLC
INCREASED
Shares45,328 from 39,421
Change+5,907 (+15%)
Value$3.1M (+$216.0K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares45,199 from 44,532
Change+667 (+2%)
Value$3.0M (-$160.4K)
Filed 2026-10-20
Florida Trust Wealth Management Co
DECREASED
Shares44,881 from 45,283
Change-402 (-1%)
Value$3.0M (-$235.8K)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares44,833 from 43,432
Change+1,401 (+3%)
Value$3.0M (-$105.9K)
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares44,827 from 35,061
Change+9,766 (+28%)
Value$3.0M (+$496.0K)
Filed 2026-10-26
Ethic Inc.
INCREASED
Shares44,780 from 43,342
Change+1,438 (+3%)
Value$3.0M (-$103.0K)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares44,752 from 43,929
Change+823 (+2%)
Value$3.0M (-$147.1K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares44,717 from 47,637
Change-2,920 (-6%)
Value$3.0M (-$416.2K)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares44,450 from 39,055
Change+5,395 (+14%)
Value$3.0M (+$228.6K)
Filed 2026-11-04
Radnor Capital Management, LLC
UNCHANGED
Shares44,196 from 44,196
Change0 (0%)
Value$3.0M (-$203.7K)
Filed 2026-10-23
Sapient Capital LLC
DECREASED
Shares44,166 from 47,764
Change-3,598 (-8%)
Value$3.0M (-$460.6K)
Filed 2026-10-08
WealthCare Investment Partners, LLC
INCREASED
Shares43,524 from 42,618
Change+906 (+2%)
Value$2.9M (-$135.4K)
Filed 2026-11-05
NBT Bank, N.A.
DECREASED
Shares43,413 from 43,487
Change-74 (0%)
Value$2.9M (-$205.5K)
Filed 2026-10-21
Parthenon LLC
UNCHANGED
Shares43,227 from 43,227
Change0 (0%)
Value$2.9M (-$199.3K)
Filed 2026-10-22
John Boyer, Inc.
INCREASED
Shares42,881 from 41,560
Change+1,321 (+3%)
Value$2.9M (-$102.0K)
Filed 2026-10-27
Evergreen Capital Management LLC
INCREASED
Shares42,794 from 42,149
Change+645 (+2%)
Value$2.9M (-$149.3K)
Filed 2026-10-23
WBI Investments, LLC
DECREASED
Shares42,431 from 53,415
Change-10,984 (-21%)
Value$2.9M (-$985.9K)
Filed 2026-11-05
Welch Group, LLC
INCREASED
Shares42,344 from 42,273
Change+71 (+0%)
Value$2.9M (-$190.1K)
Filed 2026-10-29
Stolper Co
INCREASED
Shares42,195 from 41,966
Change+229 (+1%)
Value$2.8M (-$178.0K)
Filed 2026-10-13
Next Level Private LLC
INCREASED
Shares42,130 from 41,700
Change+430 (+1%)
Value$2.8M (-$163.3K)
Filed 2026-10-20
Deltec Asset Management LLC
UNCHANGED
Shares41,632 from 41,632
Change0 (0%)
Value$2.8M (-$191.9K)
Filed 2026-10-26
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares41,470 from 39,667
Change+1,803 (+5%)
Value$2.8M (-$61.5K)
Filed 2026-10-30
TD Private Client Wealth LLC
INCREASED
Shares41,132 from 40,746
Change+386 (+1%)
Value$2.8M (-$161.8K)
Filed 2026-10-28
Whitener Capital Management, Inc.
INCREASED
Shares40,693 from 39,358
Change+1,335 (+3%)
Value$2.7M (-$91.5K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares40,640 from 18,926
Change+21,714 (+115%)
Value$3.0M (+$1.7M)
Filed 2026-10-27
Rayburn West Financial Services LLC
DECREASED
Shares40,441 from 40,516
Change-75 (0%)
Value$2.7M (-$191.8K)
Filed 2026-11-03
Formidable Asset Management, LLC
DECREASED
Shares40,398 from 41,143
Change-745 (-2%)
Value$2.9M (+$191.6K)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED
Shares40,102 from 103,907
Change-63,805 (-61%)
Value$2.8M (-$4.5M)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED
Shares39,523 from 39,280
Change+243 (+1%)
Value$2.7M (-$164.7K)
Filed 2026-10-23
Madden Securities Corp
INCREASED
Shares39,217 from 39,174
Change+43 (+0%)
Value$2.6M (-$177.7K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
DECREASED
Shares39,052 from 39,141
Change-89 (0%)
Value$2.6M (-$186.5K)
Filed 2026-10-29
Bahl & Gaynor LLC
DECREASED
Shares38,790 from 39,136
Change-346 (-1%)
Value$2.6M (-$203.7K)
Filed 2026-11-05
Trust Co of Toledo NA
INCREASED
Shares38,264 from 36,814
Change+1,450 (+4%)
Value$2.6M (-$72.1K)
Filed 2026-10-16
Focused Wealth Management, Inc
INCREASED
Shares38,163 from 37,381
Change+782 (+2%)
Value$2.6M (-$119.7K)
Filed 2026-10-30
Charles Schwab Trust Co
INCREASED
Shares38,019 from 33,081
Change+4,938 (+15%)
Value$2.6M (+$180.0K)
Filed 2026-10-15
Disciplined Equity Management, Inc.
UNCHANGED
Shares37,445 from 37,445
Change0 (0%)
Value$2.5M (-$172.6K)
Filed 2026-10-14
Howard Capital Management Group, LLC
UNCHANGED
Shares37,344 from 37,344
Change0 (0%)
Value$2.5M (-$172.2K)
Filed 2026-10-16
Fulton Bank, N.A.
INCREASED
Shares37,172 from 35,500
Change+1,672 (+5%)
Value$2.5M (-$51.1K)
Filed 2026-10-14
Greenleaf Trust
INCREASED
Shares37,124 from 33,970
Change+3,154 (+9%)
Value$2.5M (+$55.8K)
Filed 2026-10-29
HBW Advisory Services LLC
DECREASED
Shares36,861 from 46,016
Change-9,155 (-20%)
Value$2.5M (-$828.6K)
Filed 2026-10-15
RKL Wealth Management LLC
INCREASED
Shares36,729 from 36,196
Change+533 (+1%)
Value$2.5M (-$130.9K)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares36,610 from 36,884
Change-274 (-1%)
Value$2.5M (-$189.0K)
Filed 2026-10-22
Jamison Private Wealth Management, Inc.
INCREASED
Shares36,233 from 35,770
Change+463 (+1%)
Value$2.4M (-$133.7K)
Filed 2026-10-14
Investors Asset Management of Georgia Inc
DECREASED
Shares35,947 from 35,969
Change-22 (0%)
Value$2.4M (-$167.3K)
Filed 2026-10-20
KFA Private Wealth Group, LLC
DECREASED
Shares35,934 from 36,061
Change-127 (0%)
Value$2.4M (-$174.8K)
Filed 2026-10-07
Optimist Retirement Group LLC
INCREASED
Shares35,912 from 35,050
Change+862 (+2%)
Value$2.4M (-$103.5K)
Filed 2026-10-30
United Advisor Group, LLC
INCREASED
Shares35,810 from 35,245
Change+565 (+2%)
Value$2.4M (-$124.5K)
Filed 2026-11-03
Central Pacific Bank - Trust Division
DECREASED
Shares35,786 from 40,219
Change-4,433 (-11%)
Value$2.4M (-$483.9K)
Filed 2026-10-06
Mission Wealth Management, LP
DECREASED
Shares35,609 from 50,519
Change-14,910 (-30%)
Value$2.4M (-$1.2M)
Filed 2026-10-15
Compound Planning, Inc.
INCREASED
Shares35,605 from 35,245
Change+360 (+1%)
Value$2.4M (-$138.3K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares35,481 from 28,418
Change+7,063 (+25%)
Value$2.5M (+$388.3K)
Filed 2026-10-08
Integrity Alliance, Llc.
INCREASED
Shares35,341 from 31,908
Change+3,433 (+11%)
Value$2.4M (+$84.1K)
Filed 2026-10-29
Applied Finance Capital Management, LLC
DECREASED
Shares35,215 from 37,486
Change-2,271 (-6%)
Value$2.4M (-$325.7K)
Filed 2026-11-03
Nicholas Hoffman & Company, Llc.
INCREASED
Shares35,091 from 34,179
Change+912 (+3%)
Value$2.4M (-$96.2K)
Filed 2026-10-30
Finer Wealth Management, Inc.
INCREASED
Shares35,073 from 29,368
Change+5,705 (+19%)
Value$2.4M (+$248.8K)
Filed 2026-10-16
Shoker Investment Counsel, Inc.
INCREASED
Shares34,763 from 34,762
Change+1 (0%)
Value$2.3M (-$160.2K)
Filed 2026-11-04
Weinberger Asset Management, Inc
INCREASED
Shares34,548 from 34,539
Change+9 (+0%)
Value$2.3M (-$33.6K)
Filed 2026-10-28
Miramontes Capital, LLC
INCREASED
Shares34,534 from 34,101
Change+433 (+1%)
Value$2.3M (-$128.0K)
Filed 2026-10-19
Vest Financial, LLC
DECREASED
Shares34,369 from 34,762
Change-393 (-1%)
Value$2.3M (-$186.7K)
Filed 2026-10-21
Ceera Investments, LLC
UNCHANGED
Shares34,365 from 34,365
Change0 (0%)
Value$2.3M (-$158.4K)
Filed 2026-11-02
Washington Trust Bank
DECREASED
Shares34,362 from 35,313
Change-951 (-3%)
Value$2.3M (-$226.8K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares34,273 from 69,844
Change-35,571 (-51%)
Value$2.3M (+$409.8K)
Filed 2026-11-02
Daymark Wealth Partners, LLC
INCREASED
Shares34,187 from 29,755
Change+4,432 (+15%)
Value$2.3M (+$161.4K)
Filed 2026-11-04
Focus Financial Network, Inc.
INCREASED
Shares33,922 from 30,480
Change+3,442 (+11%)
Value$2.3M (+$91.2K)
Filed 2026-10-14
Fifth Third Wealth Advisors LLC
INCREASED
Shares33,854 from 33,665
Change+189 (+1%)
Value$2.3M (-$142.4K)
Filed 2026-10-22
Baldwin Wealth Partners LLC
DECREASED
Shares33,677 from 35,104
Change-1,427 (-4%)
Value$2.3M (-$257.9K)
Filed 2026-10-13
Keudell ison Wealth Management
INCREASED
Shares33,603 from 32,126
Change+1,477 (+5%)
Value$2.3M (-$48.6K)
Filed 2026-10-16
Doliver Advisors, LP
DECREASED
Shares33,568 from 34,885
Change-1,317 (-4%)
Value$2.3M (-$249.5K)
Filed 2026-10-01
WP Advisors, LLC
INCREASED
Shares33,404 from 33,317
Change+87 (+0%)
Value$2.2M (-$147.7K)
Filed 2026-10-22
Cherokee Insurance Co
UNCHANGED
Shares33,139 from 33,139
Change0 (0%)
Value$2.2M (-$152.8K)
Filed 2026-11-05
CMG Global Holdings, LLC
INCREASED
Shares33,011 from 31,208
Change+1,803 (+6%)
Value$2.2M (-$22.4K)
Filed 2026-10-14
Burford Brothers, Inc.
DECREASED
Shares32,762 from 32,891
Change-129 (0%)
Value$2.2M (-$160.3K)
Filed 2026-10-21
Poehling Capital Management, Inc.
DECREASED
Shares32,614 from 32,659
Change-45 (0%)
Value$2.2M (-$153.6K)
Filed 2026-10-20
Harbor Capital Advisors, Inc.
DECREASED
Shares32,436 from 33,770
Change-1,334 (-4%)
Value$2.2M (-$246.0K)
Filed 2026-10-22
King Luther Capital Management Corp
UNCHANGED
Shares32,123 from 32,123
Change0 (0%)
Value$2.2M (-$148.1K)
Filed 2026-11-05
Midwest Trust Co
DECREASED
Shares32,016 from 33,692
Change-1,676 (-5%)
Value$2.2M (-$268.2K)
Filed 2026-10-22
Wesbanco Bank Inc
DECREASED
Shares31,960 from 47,036
Change-15,076 (-32%)
Value$2.2M (-$1.2M)
Filed 2026-11-04
Bokf, NA
DECREASED
Shares31,574 from 32,831
Change-1,257 (-4%)
Value$2.1M (-$236.0K)
Filed 2026-10-27
Ti-Trust, Inc
UNCHANGED
Shares31,205 from 31,205
Change0 (0%)
Value$2.1M (-$143.9K)
Filed 2026-10-21
Security National Bank
INCREASED
Shares31,169 from 31,147
Change+22 (+0%)
Value$2.1M (-$142.1K)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares31,160 from 31,060
Change+100 (+0%)
Value$2.1M (-$136.5K)
Filed 2026-11-04
Griffin Asset Management, Inc.
INCREASED
Shares31,127 from 30,256
Change+871 (+3%)
Value$2.1M (-$80.8K)
Filed 2026-10-22
Steel Grove Capital Advisors, LLC
INCREASED
Shares30,685 from 28,450
Change+2,235 (+8%)
Value$2.1M (+$19.4K)
Filed 2026-10-13
Legacy Private Trust Co.
INCREASED
Shares30,613 from 28,675
Change+1,938 (+7%)
Value$2.1M (-$1.7K)
Filed 2026-10-06
Tema Etfs LLC
INCREASED
Shares30,582 from 30,004
Change+578 (+2%)
Value$2.1M (-$99.4K)
Filed 2026-10-16
Independence Bank of Kentucky
INCREASED
Shares30,348 from 30,063
Change+285 (+1%)
Value$2.0M (-$119.4K)
Filed 2026-10-26
Sepio Capital, LP
DECREASED
Shares30,257 from 33,956
Change-3,699 (-11%)
Value$2.0M (-$405.6K)
Filed 2026-10-22
Marino, Stram & Associates LLC
DECREASED
Shares29,926 from 30,392
Change-466 (-2%)
Value$2.0M (-$171.5K)
Filed 2026-10-22
Measured Risk Portfolios, Inc.
INCREASED
Shares29,793 from 29,495
Change+298 (+1%)
Value$2.0M (-$115.9K)
Filed 2026-10-21
Lmcg Investments, LLC
INCREASED
Shares29,766 from 28,675
Change+1,091 (+4%)
Value$2.0M (-$58.7K)
Filed 2026-10-21
Silverlake Wealth Management LLC
DECREASED
Shares29,608 from 30,401
Change-793 (-3%)
Value$2.0M (-$193.6K)
Filed 2026-10-21
Mechanics Bank Trust Department
DECREASED
Shares29,547 from 32,344
Change-2,797 (-9%)
Value$2.0M (-$337.5K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
DECREASED
Shares29,497 from 31,448
Change-1,951 (-6%)
Value$2.0M (-$276.4K)
Filed 2026-10-21
Beacon Financial Group
INCREASED
Shares29,436 from 28,882
Change+554 (+2%)
Value$2.0M (-$95.8K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED
Shares29,108 from 18,832
Change+10,276 (+55%)
Value$2.0M (+$565.6K)
Filed 2026-10-13
Integrated Advisors Network LLC
INCREASED
Shares29,032 from 28,916
Change+116 (+0%)
Value$2.0M (-$125.6K)
Filed 2026-10-20
Lynch & Associates
DECREASED
Shares28,921 from 29,424
Change-503 (-2%)
Value$1.9M (-$169.5K)
Filed 2026-10-13
Quadrant Capital Group LLC
INCREASED
Shares28,831 from 28,315
Change+516 (+2%)
Value$2.1M (+$25.9K)
Filed 2026-10-20
Hilton Head Capital Partners, LLC
DECREASED
Shares28,707 from 30,290
Change-1,583 (-5%)
Value$1.9M (-$246.3K)
Filed 2026-10-23
Crestwood Advisors Group, LLC
DECREASED
Shares28,697 from 29,799
Change-1,102 (-4%)
Value$1.9M (-$211.6K)
Filed 2026-10-27
Parsons Capital Management Inc
DECREASED
Shares28,435 from 28,553
Change-118 (0%)
Value$1.9M (-$139.6K)
Filed 2026-10-28
Maia Wealth LLC
INCREASED
Shares28,377 from 23,304
Change+5,073 (+22%)
Value$1.9M (+$234.2K)
Filed 2026-10-19
M Holdings Securities, Inc.
INCREASED
Shares28,338 from 28,336
Change+2 (+0%)
Value$2.2K (+$60)
Filed 2026-11-03
Applied Capital LLC
INCREASED
Shares28,221 from 27,831
Change+390 (+1%)
Value$1.9M (-$102.0K)
Filed 2026-10-07
Aprio Wealth Management, LLC
INCREASED
Shares28,105 from 27,111
Change+994 (+4%)
Value$1.9M (-$58.1K)
Filed 2026-10-28
Jacobi Capital Management LLC
INCREASED
Shares27,518 from 27,220
Change+298 (+1%)
Value$1.9M (-$105.4K)
Filed 2026-11-05
Donoghue Forlines LLC
INCREASED
Shares27,457 from 23,663
Change+3,794 (+16%)
Value$1.8M (+$146.4K)
Filed 2026-11-02
Waters Parkerson & Co., LLC
DECREASED
Shares27,361 from 28,004
Change-643 (-2%)
Value$1.8M (-$172.4K)
Filed 2026-11-04
Left Brain Wealth Management, LLC
DECREASED
Shares27,333 from 27,518
Change-185 (-1%)
Value$1.8M (-$139.3K)
Filed 2026-10-28
Blue Capital, Inc.
INCREASED
Shares27,221 from 18,816
Change+8,405 (+45%)
Value$1.8M (+$479.3K)
Filed 2026-10-13
Wedmont Private Capital
INCREASED
Shares27,207 from 22,967
Change+4,240 (+18%)
Value$1.9M (+$294.3K)
Filed 2026-10-09
Todd Wealth Management, LLC
DECREASED
Shares27,174 from 27,231
Change-57 (0%)
Value$1.8M (-$129.4K)
Filed 2026-10-19
Key Client Fiduciary Advisors, LLC
INCREASED
Shares27,085 from 25,757
Change+1,328 (+5%)
Value$1.8M (-$29.3K)
Filed 2026-10-19
AlphaStar Capital Management, LLC
DECREASED
Shares27,021 from 29,683
Change-2,662 (-9%)
Value$1.8M (-$316.1K)
Filed 2026-10-16
Retirement Planning Group, LLC
INCREASED
Shares26,962 from 24,648
Change+2,314 (+9%)
Value$1.8M (+$42.2K)
Filed 2026-10-19
First Bank & Trust
INCREASED
Shares26,679 from 21,165
Change+5,514 (+26%)
Value$1.8M (+$273.7K)
Filed 2026-10-19
Rossmore Private Capital
UNCHANGED
Shares26,355 from 26,355
Change0 (0%)
Value$1.8M (-$120.2K)
Filed 2026-10-27
OmniStar Financial Group, Inc.
INCREASED
Shares26,253 from 7,899
Change+18,354 (+232%)
Value$1.8M (+$1.2M)
Filed 2026-10-26
Valeo Financial Advisors, LLC
DECREASED
Shares26,221 from 27,560
Change-1,339 (-5%)
Value$1.8M (-$217.2K)
Filed 2026-10-08
VestGen Advisors, LLC
DECREASED
Shares26,088 from 28,379
Change-2,291 (-8%)
Value$1.8M (-$285.1K)
Filed 2026-10-27
Salem Investment Counselors Inc
INCREASED
Shares25,983 from 25,345
Change+638 (+3%)
Value$1.8M (-$73.0K)
Filed 2026-10-13
Wiregrass Investment Management LLC
INCREASED
Shares25,909 from 17,774
Change+8,135 (+46%)
Value$1.7M (+$465.8K)
Filed 2026-11-05
Means Investment Co., Inc.
DECREASED
Shares25,816 from 26,781
Change-965 (-4%)
Value$1.7M (-$188.4K)
Filed 2026-11-03
Westwind Capital
INCREASED
Shares25,701 from 24,812
Change+889 (+4%)
Value$1.7M (-$54.0K)
Filed 2026-10-08
Meadowbrook Wealth Management, LLC
NEW
Shares25,583
Change+25,583
Value$1.7M
Filed 2026-10-08
Bison Wealth, LLC
INCREASED
Shares25,436 from 23,043
Change+2,393 (+10%)
Value$1.8M (+$166.4K)
Filed 2026-10-13
San Luis Wealth Advisors LLC
INCREASED
Shares25,345 from 25,206
Change+139 (+1%)
Value$1.7M (-$106.8K)
Filed 2026-10-27
Cascade Investment Group, Inc.
DECREASED
Shares25,247 from 25,547
Change-300 (-1%)
Value$1.7M (-$138.0K)
Filed 2026-10-13
Everett Harris & Co
INCREASED
Shares25,235 from 21,810
Change+3,425 (+16%)
Value$1.7M (+$130.1K)
Filed 2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares25,068 from 35,634
Change-10,566 (-30%)
Value$1.7M (-$875.8K)
Filed 2026-10-22
Burke & Herbert Bank & Trust Co
INCREASED
Shares24,984 from 24,692
Change+292 (+1%)
Value$1.7M (-$94.2K)
Filed 2026-11-02
Hohimer Wealth Management, LLC
INCREASED
Shares24,855 from 24,849
Change+6 (+0%)
Value$1.7M (-$114.1K)
Filed 2026-11-04
Soltis Investment Advisors LLC
INCREASED
Shares24,752 from 16,181
Change+8,571 (+53%)
Value$1.7M (+$502.6K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
INCREASED
Shares24,429 from 24,272
Change+157 (+1%)
Value$1.6M (-$101.3K)
Filed 2026-10-26
First City Capital Management, Inc.
DECREASED
Shares24,388 from 25,483
Change-1,095 (-4%)
Value$1.6M (-$191.2K)
Filed 2026-10-27
Wedgewood Investors Inc
DECREASED
Shares24,091 from 25,940
Change-1,849 (-7%)
Value$1.6M (-$244.1K)
Filed 2026-10-28
Joel Isaacson & Co., LLC
INCREASED
Shares23,994 from 23,324
Change+670 (+3%)
Value$1.6M (-$62.5K)
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares23,859 from 28,416
Change-4,557 (-16%)
Value$1.6M (-$437.7K)
Filed 2026-10-30
Retirement Guys Formula LLC
INCREASED
Shares23,605 from 23,015
Change+590 (+3%)
Value$1.6M (-$65.0K)
Filed 2026-10-26
Quilter Plc
UNCHANGED
Shares23,593 from 23,593
Change0 (0%)
Value$1.6M (-$108.8K)
Filed 2026-10-21
Delta Capital Management LLC
DECREASED
Shares23,555 from 23,735
Change-180 (-1%)
Value$1.6M (-$122.0K)
Filed 2026-10-16
Chicago Trust Co NA
DECREASED
Shares23,469 from 23,676
Change-207 (-1%)
Value$1.6M (-$123.1K)
Filed 2026-10-28
Clear Creek Financial Management, LLC
DECREASED
Shares23,451 from 23,456
Change-5 (0%)
Value$1.6M (-$108.5K)
Filed 2026-10-28
Aspetuck Financial Management LLC
INCREASED
Shares23,294 from 22,875
Change+419 (+2%)
Value$1.6M (-$77.2K)
Filed 2026-11-04
Brady Martz Wealth Solutions, LLC
DECREASED
Shares23,282 from 25,218
Change-1,936 (-8%)
Value$1.6M (-$246.6K)
Filed 2026-11-05
Sky Investment Group LLC
NEW
Shares23,247
Change+23,247
Value$1.6M
Filed 2026-10-30
Ignite Planners, LLC
INCREASED
Shares23,111 from 21,567
Change+1,544 (+7%)
Value$1.6M (+$4.2K)
Filed 2026-10-14
Raleigh Capital Management Inc.
INCREASED
Shares22,940 from 22,788
Change+152 (+1%)
Value$1.5M (-$94.8K)
Filed 2026-10-28
KMG Fiduciary Partners, LLC
DECREASED
Shares22,830 from 23,273
Change-443 (-2%)
Value$1.5M (-$137.1K)
Filed 2026-10-14
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares22,718 from 22,439
Change+279 (+1%)
Value$1.5M (-$84.6K)
Filed 2026-10-13
Certified Advisory Corp
DECREASED
Shares22,687 from 23,710
Change-1,023 (-4%)
Value$1.5M (-$178.2K)
Filed 2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED
Shares22,548 from 18,732
Change+3,816 (+20%)
Value$1.5M (+$170.6K)
Filed 2026-10-21
Prairie Advisory, LLC
INCREASED
Shares22,466 from 10,610
Change+11,856 (+112%)
Value$1.5M (+$749.4K)
Filed 2026-10-19
V-Square Quantitative Management LLC
INCREASED
Shares22,436 from 19,357
Change+3,079 (+16%)
Value$1.5M (+$118.1K)
Filed 2026-10-15
NorthCrest Asset Manangement, LLC
INCREASED
Shares22,340 from 7,412
Change+14,928 (+201%)
Value$1.6M (+$1.1M)
Filed 2026-10-13
First Horizon Corp
DECREASED
Shares22,265 from 22,907
Change-642 (-3%)
Value$1.5M (-$148.8K)
Filed 2026-10-26
Lantz Financial LLC
INCREASED
Shares22,155 from 22,098
Change+57 (+0%)
Value$1.5M (-$98.1K)
Filed 2026-10-15
LEE Danner & Bass Inc
DECREASED
Shares22,139 from 22,539
Change-400 (-2%)
Value$1.5M (-$130.8K)
Filed 2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares22,087 from 17,615
Change+4,472 (+25%)
Value$1.5M (+$219.9K)
Filed 2026-10-14
Invariant Investment Management
INCREASED
Shares21,896 from 18,974
Change+2,922 (+15%)
Value$1.5M (+$110.9K)
Filed 2026-10-08
WealthCare Asset Management, LLC
DECREASED
Shares21,768 from 30,232
Change-8,464 (-28%)
Value$1.5M (-$709.4K)
Filed 2026-10-26
GoalVest Advisory LLC
INCREASED
Shares21,722 from 21,275
Change+447 (+2%)
Value$1.5M (-$68.0K)
Filed 2026-10-02
Viewpoint Capital Management LLC
INCREASED
Shares21,686 from 18,431
Change+3,255 (+18%)
Value$1.5M (+$134.3K)
Filed 2026-10-27
Burney Co/
DECREASED
Shares21,668 from 22,012
Change-344 (-2%)
Value$1.5M (-$124.6K)
Filed 2026-10-15
Wagner Wealth Management, LLC
INCREASED
Shares21,519 from 17,985
Change+3,534 (+20%)
Value$1.4M (+$155.1K)
Filed 2026-10-21
Caldwell Trust Co
DECREASED
Shares21,485 from 22,385
Change-900 (-4%)
Value$1.4M (-$163.8K)
Filed 2026-10-30
Beese Fulmer Investment Management, Inc.
INCREASED
Shares21,309 from 18,933
Change+2,376 (+13%)
Value$1.5M (+$95.5K)
Filed 2026-10-23
ICW Investment Advisors LLC
INCREASED
Shares21,294 from 21,035
Change+259 (+1%)
Value$1.4M (-$79.5K)
Filed 2026-10-27
AdvisorNet Financial, Inc
DECREASED
Shares21,271 from 21,557
Change-286 (-1%)
Value$1.6M (+$4.5K)
Filed 2026-10-15
Onyx Bridge Wealth Group LLC
DECREASED
Shares21,166 from 21,497
Change-331 (-2%)
Value$1.4M (-$121.4K)
Filed 2026-10-16
Ferguson Wellman Capital Management, Inc
INCREASED
Shares21,128 from 20,140
Change+988 (+5%)
Value$1.4M (-$26.3K)
Filed 2026-10-05
MCF Advisors LLC
INCREASED
Shares20,837 from 20,471
Change+366 (+2%)
Value$1.4M (-$66.1K)
Filed 2026-10-28
Gateway Investment Advisers LLC
INCREASED
Shares20,798 from 18,806
Change+1,992 (+11%)
Value$1.4M (+$47.4K)
Filed 2026-10-13
Traynor Capital Management, Inc.
INCREASED
Shares20,734 from 19,172
Change+1,562 (+8%)
Value$1.4M (+$16.8K)
Filed 2026-10-29
Redhawk Wealth Advisors, Inc.
DECREASED
Shares20,725 from 20,926
Change-201 (-1%)
Value$1.4M (-$110.0K)
Filed 2026-10-14
Parcion Private Wealth LLC
INCREASED
Shares20,678 from 12,981
Change+7,697 (+59%)
Value$1.4M (+$458.5K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares20,423 from 12,128
Change+8,295 (+68%)
Value$1.4M (+$502.7K)
Filed 2026-11-04
Franklin Street Advisors Inc
INCREASED
Shares20,362 from 20,356
Change+6 (+0%)
Value$1.4M (-$93.4K)
Filed 2026-10-13
HCR Wealth Advisors
INCREASED
Shares20,341 from 20,149
Change+192 (+1%)
Value$1.4M (-$80.0K)
Filed 2026-10-15
XXI Wealth, LLC
INCREASED
Shares20,227 from 18,297
Change+1,930 (+11%)
Value$1.4M (+$45.6K)
Filed 2026-10-22
Cidel Asset Management Inc
INCREASED
Shares20,158 from 18,984
Change+1,174 (+6%)
Value$1.4M (-$8.5K)
Filed 2026-10-29
Alkeme Wealth, LLC
DECREASED
Shares20,140 from 20,579
Change-439 (-2%)
Value$1.4M (-$124.4K)
Filed 2026-10-08
Independent Wealth Network Inc.
INCREASED
Shares20,106 from 17,642
Change+2,464 (+14%)
Value$1.4M (+$84.5K)
Filed 2026-10-19
Ipswich Investment Management Co., Inc.
DECREASED
Shares20,095 from 20,845
Change-750 (-4%)
Value$1.4M (-$146.6K)
Filed 2026-10-13
First Nebraska Trust Co
UNCHANGED
Shares19,921 from 19,921
Change0 (0%)
Value$1.3M (-$91.8K)
Filed 2026-10-30
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares19,702 from 13,832
Change+5,870 (+42%)
Value$1.3M (+$331.5K)
Filed 2026-10-15
Premier Path Wealth Partners, LLC
DECREASED
Shares19,666 from 19,772
Change-106 (-1%)
Value$1.3M (-$98.3K)
Filed 2026-10-16
Mather Group, Llc.
DECREASED
Shares19,652 from 19,996
Change-344 (-2%)
Value$1.3M (-$115.3K)
Filed 2026-10-14
Moody National Bank Trust Division
INCREASED
Shares19,571 from 18,292
Change+1,279 (+7%)
Value$1.3M (+$1.8K)
Filed 2026-10-06
Shrier Wealth Management, LLC
DECREASED
Shares19,539 from 19,826
Change-287 (-1%)
Value$1.3M (-$110.7K)
Filed 2026-10-20
Stillwater Wealth Management Group
DECREASED
Shares19,520 from 24,163
Change-4,643 (-19%)
Value$1.3M (-$424.1K)
Filed 2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares19,499 from 19,403
Change+96 (+0%)
Value$1.3M (-$83.0K)
Filed 2026-10-23
D'Orazio & Associates, Inc.
DECREASED
Shares19,337 from 19,483
Change-146 (-1%)
Value$1.3M (-$99.6K)
Filed 2026-11-04
Goelzer Investment Management, Inc.
DECREASED
Shares19,280 from 20,023
Change-743 (-4%)
Value$1.3M (-$142.3K)
Filed 2026-10-16
Fourpath Capital Management, LLC
DECREASED
Shares19,194 from 19,339
Change-145 (-1%)
Value$1.3M (-$98.9K)
Filed 2026-10-19
Achmea Investment Management B.V.
NEW
Shares19,192
Change+19,192
Value$1.3M
Filed 2026-10-30
Langley Wealth Management, LLC
INCREASED
Shares19,045 from 13,700
Change+5,345 (+39%)
Value$1.3M (+$296.7K)
Filed 2026-11-04
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares19,032 from 27,718
Change-8,686 (-31%)
Value$1.3M (-$712.6K)
Filed 2026-10-14
Heritage Investors Management Corp
DECREASED
Shares18,862 from 20,281
Change-1,419 (-7%)
Value$1.3M (-$189.0K)
Filed 2026-10-29
Fiduciary Alliance LLC
INCREASED
Shares18,862 from 18,113
Change+749 (+4%)
Value$1.3M (-$33.1K)
Filed 2026-10-13
Allegheny Financial Group
INCREASED
Shares18,738 from 18,645
Change+93 (+1%)
Value$1.3M (-$79.7K)
Filed 2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares18,708 from 16,474
Change+2,234 (+14%)
Value$1.3M (+$74.5K)
Filed 2026-10-15
Michels Family Financial, LLC
INCREASED
Shares18,663 from 18,592
Change+71 (+0%)
Value$1.3M (-$80.9K)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares18,545 from 18,396
Change+149 (+1%)
Value$1.2M (-$72.4K)
Filed 2026-11-05
Wealth Alliance Advisory Group, LLC
DECREASED
Shares18,521 from 19,876
Change-1,355 (-7%)
Value$1.2M (-$182.9K)
Filed 2026-10-14
Perpetual Ltd
INCREASED
Shares18,516 from 15,232
Change+3,284 (+22%)
Value$1.2M (+$150.9K)
Filed 2026-10-13
Blue Trust, Inc.
INCREASED
Shares18,477 from 17,171
Change+1,306 (+8%)
Value$1.2M (+$8.8K)
Filed 2026-10-15
Kanawha Capital Management LLC
DECREASED
Shares18,441 from 18,503
Change-62 (0%)
Value$1.2M (-$89.5K)
Filed 2026-10-19
Park National Corp
DECREASED
Shares18,420 from 18,555
Change-135 (-1%)
Value$1.2M (-$94.6K)
Filed 2026-10-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares18,380 from 22,549
Change-4,169 (-18%)
Value$1.2M (-$384.7K)
Filed 2026-10-08
Lazari Capital Management, Inc.
DECREASED
Shares18,345 from 18,389
Change-44 (0%)
Value$1.2M (-$87.7K)
Filed 2026-10-20
Paradigm Asset Management Co LLC
DECREASED
Shares18,300 from 20,300
Change-2,000 (-10%)
Value$1.2M (-$228.3K)
Filed 2026-11-05
Dudley Capital Management, LLC
DECREASED
Shares18,185 from 18,218
Change-33 (0%)
Value$1.2M (-$86.2K)
Filed 2026-10-23
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$1.2M (-$83.0K)
Filed 2026-11-04
Ted Buchan & Co
DECREASED
Shares17,967 from 18,179
Change-212 (-1%)
Value$1.2M (-$98.0K)
Filed 2026-10-23
Center For Asset Management LLC
DECREASED
Shares17,940 from 20,895
Change-2,955 (-14%)
Value$1.2M (-$295.3K)
Filed 2026-10-16
Mid-American Wealth Advisory Group, Inc.
DECREASED
Shares17,912 from 18,172
Change-260 (-1%)
Value$1.2M (-$101.3K)
Filed 2026-10-21
Salvus Wealth Management, LLC
INCREASED
Shares17,880 from 16,449
Change+1,431 (+9%)
Value$1.2M (+$20.5K)
Filed 2026-10-13
Valicenti Advisory Services Inc
DECREASED
Shares17,772 from 18,297
Change-525 (-3%)
Value$1.2M (-$119.0K)
Filed 2026-10-23
Avestar Capital, LLC
INCREASED
Shares17,743 from 14,090
Change+3,653 (+26%)
Value$1.2M (+$181.0K)
Filed 2026-10-28
Excalibur Management Corp
DECREASED
Shares17,665 from 17,741
Change-76 (0%)
Value$1.2M (-$86.9K)
Filed 2026-11-02
Oliver Luxxe Assets LLC
UNCHANGED
Shares17,610 from 17,610
Change0 (0%)
Value$1.2M (-$81.2K)
Filed 2026-10-14
Searle & Co.
DECREASED
Shares17,578 from 23,760
Change-6,182 (-26%)
Value$1.2M (-$525.8K)
Filed 2026-11-04
Roman Butler Fullerton & Co
INCREASED
Shares17,472 from 14,443
Change+3,029 (+21%)
Value$1.3M (+$256.5K)
Filed 2026-10-27
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares17,421 from 18,606
Change-1,185 (-6%)
Value$1.2M (-$165.6K)
Filed 2026-10-20
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares17,368 from 15,654
Change+1,714 (+11%)
Value$1.2M (+$43.3K)
Filed 2026-10-14
Principle Wealth Partners LLC
INCREASED
Shares17,304 from 16,767
Change+537 (+3%)
Value$1.2M (-$41.1K)
Filed 2026-11-02
Childress Capital Advisors, LLC
DECREASED
Shares17,167 from 17,673
Change-506 (-3%)
Value$1.2M (-$115.5K)
Filed 2026-10-28
Modera Wealth Management, LLC
DECREASED
Shares17,059 from 17,139
Change-80 (0%)
Value$1.1M (-$84.4K)
Filed 2026-10-28
Grove Bank & Trust
INCREASED
Shares16,890 from 16,799
Change+91 (+1%)
Value$1.1M (-$71.3K)
Filed 2026-10-08
Philadelphia Trust Co
DECREASED
Shares16,874 from 17,124
Change-250 (-1%)
Value$1.1M (-$96.0K)
Filed 2026-11-05
Alchemi Wealth, LLC
INCREASED
Shares16,726 from 16,096
Change+630 (+4%)
Value$1.1M (-$31.7K)
Filed 2026-11-04
Curated Wealth Partners LLC
NEW
Shares16,580
Change+16,580
Value$1.1M
Filed 2026-10-15
Value Investment Professionals, LLC
INCREASED
Shares16,573 from 16,485
Change+88 (+1%)
Value$1.1M (-$70.0K)
Filed 2026-10-13
Rudd Co d/b/a Styre Wealth
NEW
Shares16,551
Change+16,551
Value$1.2M
Filed 2026-10-29
Woodward Diversified Capital, LLC
INCREASED
Shares16,396 from 16,102
Change+294 (+2%)
Value$1.1M (-$54.4K)
Filed 2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares16,372 from 14,686
Change+1,686 (+11%)
Value$1.1M (+$45.8K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares16,309 from 15,704
Change+605 (+4%)
Value$1.1M (-$31.7K)
Filed 2026-10-26
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares16,099 from 16,099
Change0 (0%)
Value$1.1M (-$74.2K)
Filed 2026-10-20
MTM Investment Management, LLC
INCREASED
Shares16,098 from 16,091
Change+7 (+0%)
Value$1.1M (-$73.7K)
Filed 2026-10-30
Triad Wealth Partners, LLC
DECREASED
Shares16,003 from 18,930
Change-2,927 (-15%)
Value$1.1M (-$214.5K)
Filed 2026-10-26
Centennial Wealth Advisory LLC
INCREASED
Shares15,886 from 14,578
Change+1,308 (+9%)
Value$1.1M (+$21.0K)
Filed 2026-10-16
Arvest Investments, Inc.
INCREASED
Shares15,806 from 15,735
Change+71 (+0%)
Value$1.1M (-$67.8K)
Filed 2026-10-21
Intrua Financial, LLC
DECREASED
Shares15,637 from 16,637
Change-1,000 (-6%)
Value$1.1M (-$144.1K)
Filed 2026-10-28
Cigna Investments Inc
DECREASED
Shares15,596 from 15,862
Change-266 (-2%)
Value$1.1M (-$92.0K)
Filed 2026-10-19
Welch & Forbes LLC
DECREASED
Shares15,429 from 15,504
Change-75 (0%)
Value$1.0M (-$76.5K)
Filed 2026-11-04
Winnacle Wealth LLC
DECREASED
Shares15,385 from 17,154
Change-1,769 (-10%)
Value$1.0M (-$198.2K)
Filed 2026-10-15
Alpha Omega Wealth Management LLC
DECREASED
Shares15,377 from 15,614
Change-237 (-2%)
Value$1.0M (-$87.9K)
Filed 2026-10-23
Galvin, Gaustad & Stein, LLC
DECREASED
Shares15,273 from 15,369
Change-96 (-1%)
Value$1.0M (-$77.3K)
Filed 2026-10-08
TigerOak Management, L.L.C.
DECREASED
Shares15,186 from 15,328
Change-142 (-1%)
Value$1.0M (-$80.2K)
Filed 2026-10-23
Royal Palms Capital LLC
UNCHANGED
Shares15,181 from 15,181
Change0 (0%)
Value$1.0M (-$70.0K)
Filed 2026-10-23
Nations Financial Group Inc,
INCREASED
Shares15,150 from 10,666
Change+4,484 (+42%)
Value$1.0M (+$252.8K)
Filed 2026-11-05
CWS Financial Advisors, LLC
INCREASED
Shares15,059 from 14,868
Change+191 (+1%)
Value$1.0M (-$55.7K)
Filed 2026-10-16
Cobblestone Asset Management LLC
INCREASED
Shares15,050 from 11,312
Change+3,738 (+33%)
Value$1.0M (+$199.6K)
Filed 2026-10-13
North Star Investment Management Corp.
DECREASED
Shares15,023 from 15,363
Change-340 (-2%)
Value$1.0M (-$93.7K)
Filed 2026-10-27
Strategic Blueprint, LLC
INCREASED
Shares15,006 from 12,519
Change+2,487 (+20%)
Value$1.0M (+$109.7K)
Filed 2026-10-22
Compagnie Lombard Odier SCmA
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$1.0M (-$69.2K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
DECREASED
Shares14,963 from 17,357
Change-2,394 (-14%)
Value$1.0M (-$241.2K)
Filed 2026-10-21
WealthPLAN Partners, LLC
INCREASED
Shares14,962 from 14,627
Change+335 (+2%)
Value$1.0M (-$44.9K)
Filed 2026-10-15
First Merchants Corp
INCREASED
Shares14,813 from 12,800
Change+2,013 (+16%)
Value$997.5K (+$76.5K)
Filed 2026-10-15
Courier Capital LLC
INCREASED
Shares14,704 from 14,621
Change+83 (+1%)
Value$990.2K (-$61.8K)
Filed 2026-10-19
Tompkins Financial Corp
UNCHANGED
Shares14,685 from 14,685
Change0 (0%)
Value$988.9K (-$67.7K)
Filed 2026-10-05
Cape Investment Advisory, Inc.
INCREASED
Shares14,621 from 12,465
Change+2,156 (+17%)
Value$984.6K (+$87.7K)
Filed 2026-10-13
Plimoth Trust Co LLC
DECREASED
Shares14,618 from 14,713
Change-95 (-1%)
Value$984.4K (-$74.2K)
Filed 2026-10-26
Capstone Capital Management Ltd
INCREASED
Shares14,608 from 10,951
Change+3,657 (+33%)
Value$983.7K (+$195.8K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED
Shares14,554 from 13,588
Change+966 (+7%)
Value$980.1K (+$2.4K)
Filed 2026-10-27
Bill Few Associates, Inc.
INCREASED
Shares14,523 from 14,519
Change+4 (+0%)
Value$978.0K (-$66.6K)
Filed 2026-10-09
Calamos Wealth Management LLC
INCREASED
Shares14,465 from 14,272
Change+193 (+1%)
Value$974.1K (-$52.8K)
Filed 2026-11-02
Highland Financial Advisors, LLC
UNCHANGED
Shares14,437 from 14,437
Change0 (0%)
Value$972.2K (-$66.6K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares14,376 from 10,326
Change+4,050 (+39%)
Value$968.1K (+$225.2K)
Filed 2026-10-13
Profund Advisors LLC
DECREASED
Shares14,342 from 14,985
Change-643 (-4%)
Value$965.8K (-$112.4K)
Filed 2026-10-29
Wolff Financial Management LLC
INCREASED
Shares14,336 from 14,334
Change+2 (+0%)
Value$965.4K (-$65.9K)
Filed 2026-10-23
Horst & Graben Wealth Management LLC
INCREASED
Shares14,332 from 14,195
Change+137 (+1%)
Value$965.1K (-$50.4K)
Filed 2026-11-02
Gilliland Jeter Wealth Management LLC
INCREASED
Shares14,309 from 14,278
Change+31 (+0%)
Value$963.6K (-$63.8K)
Filed 2026-10-28
Xcel Wealth Management, LLC
INCREASED
Shares14,225 from 14,007
Change+218 (+2%)
Value$957.9K (-$49.9K)
Filed 2026-10-26
Koenig Investment Advisory, LLC
UNCHANGED
Shares14,148 from 14,148
Change0 (0%)
Value$952.7K (-$65.2K)
Filed 2026-10-09
Partners Wealth Management, LLC
INCREASED
Shares14,101 from 8,676
Change+5,425 (+63%)
Value$965.1K (+$340.9K)
Filed 2026-10-28
Samalin Investment Counsel, LLC
INCREASED
Shares14,101 from 13,810
Change+291 (+2%)
Value$949.6K (-$44.1K)
Filed 2026-10-23
Diversified Enterprises, LLC
DECREASED
Shares14,099 from 14,487
Change-388 (-3%)
Value$949.4K (-$92.9K)
Filed 2026-10-19
Miller Financial Services LLC
DECREASED
Shares14,059 from 14,107
Change-48 (0%)
Value$946.7K (-$68.3K)
Filed 2026-10-20
Guardian Partners Inc.
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$942.8K (-$64.5K)
Filed 2026-10-21
Capital Advisors Wealth Management, LLC
INCREASED
Shares13,993 from 13,841
Change+152 (+1%)
Value$942.3K (-$53.5K)
Filed 2026-10-09
Parkside Financial Bank & Trust
DECREASED
Shares13,986 from 14,036
Change-50 (0%)
Value$941.8K (-$68.1K)
Filed 2026-10-27
Aviance Capital Partners, LLC
DECREASED
Shares13,922 from 14,235
Change-313 (-2%)
Value$937.5K (-$86.7K)
Filed 2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares13,909 from 12,809
Change+1,100 (+9%)
Value$936.7K (+$13.7K)
Filed 2026-10-29
Eastern Bank
INCREASED
Shares13,904 from 13,030
Change+874 (+7%)
Value$936.3K (-$1.2K)
Filed 2026-10-05
American National Bank & Trust
DECREASED
Shares13,856 from 14,112
Change-256 (-2%)
Value$933.1K (-$82.3K)
Filed 2026-10-07
Pinion Investment Advisors, LLC
DECREASED
Shares13,853 from 14,971
Change-1,118 (-7%)
Value$932.9K (-$144.3K)
Filed 2026-11-04
International Private Wealth Advisors LLC
INCREASED
Shares13,823 from 8,873
Change+4,950 (+56%)
Value$930.8K (+$292.4K)
Filed 2026-11-05
SP Asset Management LLC
INCREASED
Shares13,819 from 13,644
Change+175 (+1%)
Value$930.6K (-$51.2K)
Filed 2026-11-05
Ardent Capital Management, Inc.
DECREASED
Shares13,765 from 13,910
Change-145 (-1%)
Value$926.9K (-$73.9K)
Filed 2026-10-16
Signature Wealth Management Partners, LLC
INCREASED
Shares13,647 from 13,645
Change+2 (+0%)
Value$919.0K (-$62.8K)
Filed 2026-10-21
Chicago Capital, LLC
INCREASED
Shares13,606 from 13,605
Change+1 (+0%)
Value$916.2K (-$62.6K)
Filed 2026-10-13
Compass Financial Management LLC
DECREASED
Shares13,566 from 14,284
Change-718 (-5%)
Value$913.6K (-$99.0K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares13,492 from 13,492
Change0 (0%)
Value$891.0K (-$42.0K)
Filed 2026-11-04
MBA Advisors LLC
DECREASED
Shares13,453 from 13,525
Change-72 (-1%)
Value$905.9K (-$67.2K)
Filed 2026-10-29
Patten & Patten Inc
DECREASED
Shares13,418 from 13,784
Change-366 (-3%)
Value$903.5K (-$88.2K)
Filed 2026-10-26
MBL Wealth, LLC
INCREASED
Shares13,409 from 7,763
Change+5,646 (+73%)
Value$902.9K (+$344.4K)
Filed 2026-10-22
Beverly Hills Private Wealth, LLC
INCREASED
Shares13,398 from 10,786
Change+2,612 (+24%)
Value$902.2K (+$126.2K)
Filed 2026-11-04
Rakuten Securities, Inc.
INCREASED
Shares13,371 from 12,797
Change+574 (+4%)
Value$900.4K (-$20.3K)
Filed 2026-11-02
Elyxium Wealth, LLC
DECREASED
Shares13,344 from 14,264
Change-920 (-6%)
Value$898.6K (-$127.7K)
Filed 2026-10-27
Exchange Bank
UNCHANGED
Shares13,297 from 13,297
Change0 (0%)
Value$895.4K (-$61.3K)
Filed 2026-10-07
Davis Capital Management
DECREASED
Shares13,261 from 13,267
Change-6 (0%)
Value$893.0K (-$61.6K)
Filed 2026-10-08
Victory Financial Group, LLC
INCREASED
Shares13,243 from 3,721
Change+9,522 (+256%)
Value$891.8K (+$624.1K)
Filed 2026-10-27
Williams Jones Wealth Management, Llc.
DECREASED
Shares13,097 from 14,780
Change-1,683 (-11%)
Value$882.0K (-$181.5K)
Filed 2026-11-05
Hilltop National Bank
INCREASED
Shares13,087 from 12,987
Change+100 (+1%)
Value$881.3K (-$53.1K)
Filed 2026-10-14
Columbia Asset Management
INCREASED
Shares13,065 from 12,890
Change+175 (+1%)
Value$879.8K (-$47.6K)
Filed 2026-10-19
Walker Asset Management, LLC
INCREASED
Shares13,056 from 12,965
Change+91 (+1%)
Value$879.2K (-$53.7K)
Filed 2026-10-13
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares13,036 from 13,036
Change0 (0%)
Value$877.8K (-$60.1K)
Filed 2026-11-02
Kendall Capital Management
INCREASED
Shares13,032 from 12,932
Change+100 (+1%)
Value$877.6K (-$52.9K)
Filed 2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED
Shares13,005 from 13,005
Change0 (0%)
Value$875.8K (-$60.0K)
Filed 2026-10-22
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares12,953 from 12,757
Change+196 (+2%)
Value$872.3K (-$45.6K)
Filed 2026-10-09
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares12,950 from 12,950
Change0 (0%)
Value$872.1K (-$59.7K)
Filed 2026-10-13
Burns J W & Co Inc
INCREASED
Shares12,874 from 12,764
Change+110 (+1%)
Value$866.9K (-$51.4K)
Filed 2026-10-20
Baron Wealth Management LLC
DECREASED
Shares12,849 from 12,924
Change-75 (-1%)
Value$865.3K (-$64.6K)
Filed 2026-10-27
Ejmk Ventures LLC
INCREASED
Shares12,835 from 7,192
Change+5,643 (+78%)
Value$869.6K (+$349.1K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares12,808 from 12,476
Change+332 (+3%)
Value$862.5K (-$35.5K)
Filed 2026-10-13
Linscomb Wealth, Inc.
DECREASED
Shares12,798 from 13,314
Change-516 (-4%)
Value$861.8K (-$96.1K)
Filed 2026-11-05
Gables Capital Management Inc.
DECREASED
Shares12,776 from 12,926
Change-150 (-1%)
Value$860.3K (-$69.7K)
Filed 2026-11-04
Sterling Investment Management, LLC
INCREASED
Shares12,769 from 12,535
Change+234 (+2%)
Value$859.9K (-$42.0K)
Filed 2026-10-16
Godsey & Gibb, Inc
INCREASED
Shares12,714 from 12,695
Change+19 (+0%)
Value$856.2K (-$57.2K)
Filed 2026-10-14
Spirit of America Management Corp
UNCHANGED
Shares12,650 from 12,650
Change0 (0%)
Value$851.9K (-$58.3K)
Filed 2026-10-14
XML Financial, LLC
DECREASED
Shares12,637 from 12,678
Change-41 (0%)
Value$850.9K (-$61.3K)
Filed 2026-10-29
PDS Planning, Inc
INCREASED
Shares12,551 from 12,427
Change+124 (+1%)
Value$845.2K (-$48.9K)
Filed 2026-11-03
Cullinan Associates Inc
DECREASED
Shares12,500 from 12,600
Change-100 (-1%)
Value$841.8K (-$64.8K)
Filed 2026-11-03
Trust Point Inc.
INCREASED
Shares12,494 from 10,532
Change+1,962 (+19%)
Value$841.3K (+$83.6K)
Filed 2026-10-27
Stonebridge Financial Group, LLC
INCREASED
Shares12,477 from 12,214
Change+263 (+2%)
Value$840.2K (-$38.6K)
Filed 2026-10-01
Virtue Capital Management, LLC
INCREASED
Shares12,461 from 11,577
Change+884 (+8%)
Value$839.2K (+$6.2K)
Filed 2026-10-29
Johnson & White Wealth Management, LLC
DECREASED
Shares12,432 from 12,434
Change-2 (0%)
Value$837.2K (-$57.4K)
Filed 2026-11-03
Lewis Asset Management, LLC
UNCHANGED
Shares12,422 from 12,422
Change0 (0%)
Value$850.3K (-$43.5K)
Filed 2026-10-14
Foster Group, Inc.
INCREASED
Shares12,363 from 12,248
Change+115 (+1%)
Value$832.5K (-$48.8K)
Filed 2026-10-13
Clark Financial Services Group Inc
INCREASED
Shares12,347 from 11,215
Change+1,132 (+10%)
Value$831.4K (+$24.5K)
Filed 2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares12,332 from 13,774
Change-1,442 (-10%)
Value$830.5K (-$160.6K)
Filed 2026-10-15
Founders Financial Securities LLC
INCREASED
Shares12,281 from 11,759
Change+522 (+4%)
Value$827.0K (-$19.1K)
Filed 2026-10-28
Neville Rodie & Shaw Inc
UNCHANGED
Shares12,228 from 12,228
Change0 (0%)
Value$823 (-$879.2K)
Filed 2026-10-05
FCG Investment Co
INCREASED
Shares12,177 from 9,742
Change+2,435 (+25%)
Value$820.0K (+$119.1K)
Filed 2026-10-13
BridgePort Financial Solutions, LLC
INCREASED
Shares12,142 from 10,551
Change+1,591 (+15%)
Value$817.6K (+$58.5K)
Filed 2026-11-02
Kennedy Investment Group, Inc.
INCREASED
Shares12,128 from 12,116
Change+12 (+0%)
Value$816.7K (-$55.1K)
Filed 2026-10-21
Iams Wealth Management, LLC
INCREASED
Shares12,101 from 9,876
Change+2,225 (+23%)
Value$814.9K (+$104.3K)
Filed 2026-10-15
Summit Place Financial Advisors, LLC
NEW
Shares12,086
Change+12,086
Value$813.9K
Filed 2026-10-23
Symmetry Partners, LLC
DECREASED
Shares12,067 from 14,235
Change-2,168 (-15%)
Value$812.6K (-$211.6K)
Filed 2026-10-27
Narwhal Capital Management
UNCHANGED
Shares12,045 from 12,045
Change0 (0%)
Value$811.1K (-$55.5K)
Filed 2026-11-04
Forum Financial Management, LP
DECREASED
Shares12,038 from 14,414
Change-2,376 (-16%)
Value$810.6K (-$226.5K)
Filed 2026-10-16
Mosley Wealth Management
INCREASED
Shares12,020 from 9,990
Change+2,030 (+20%)
Value$887.5K (+$168.7K)
Filed 2026-10-16
Alta Advisers Ltd
INCREASED
Shares11,997 from 6,164
Change+5,833 (+95%)
Value$807.9K (+$364.4K)
Filed 2026-11-02
Old Peak Finance LLC
INCREASED
Shares11,994 from 11,920
Change+74 (+1%)
Value$807.7K (-$50.0K)
Filed 2026-11-02
Grimes & Co Wealth Management, LLC
DECREASED
Shares11,954 from 13,512
Change-1,558 (-12%)
Value$805.0K (-$167.2K)
Filed 2026-10-29
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares11,901 from 12,766
Change-865 (-7%)
Value$814.6K (-$116.9K)
Filed 2026-10-22
Manske Wealth Management
DECREASED
Shares11,852 from 11,919
Change-67 (-1%)
Value$798.1K (-$59.5K)
Filed 2026-10-26
Resonant Capital Advisors, LLC
DECREASED
Shares11,822 from 12,163
Change-341 (-3%)
Value$809.2K (-$79.0K)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares11,738 from 11,610
Change+128 (+1%)
Value$790.4K (-$44.9K)
Filed 2026-10-14
Advisor OS, LLC
INCREASED
Shares11,669 from 11,001
Change+668 (+6%)
Value$785.8K (-$5.7K)
Filed 2026-11-03
Rahlfs Capital, LLC
UNCHANGED
Shares11,597 from 11,597
Change0 (0%)
Value$780.9K (-$53.5K)
Filed 2026-10-23
Tanager Wealth Management LLP
INCREASED
Shares11,591 from 11,578
Change+13 (+0%)
Value$780.6K (-$52.5K)
Filed 2026-10-19
Wealth Quarterback LLC
INCREASED
Shares11,581 from 11,548
Change+33 (+0%)
Value$779.9K (-$51.0K)
Filed 2026-10-20
KCM Investment Advisors LLC
INCREASED
Shares11,575 from 11,263
Change+312 (+3%)
Value$779.5K (-$30.9K)
Filed 2026-10-27
BAM Wealth Management, LLC
INCREASED
Shares11,540 from 9,377
Change+2,163 (+23%)
Value$777.1K (+$102.4K)
Filed 2026-10-15
TrinityBridge Ltd
DECREASED
Shares11,487 from 11,592
Change-105 (-1%)
Value$773.0K (-$61.0K)
Filed 2026-10-30
Vista Investment Partners LLC
DECREASED
Shares11,363 from 11,365
Change-2 (0%)
Value$765.2K (-$52.5K)
Filed 2026-10-08
Main Street Group, LTD
INCREASED
Shares11,352 from 10,809
Change+543 (+5%)
Value$764.5K (-$13.2K)
Filed 2026-10-28
Romano Brothers and Company
INCREASED
Shares11,315 from 10,076
Change+1,239 (+12%)
Value$762.0K (+$37.0K)
Filed 2026-10-22
Gerber, LLC
INCREASED
Shares11,300 from 11,298
Change+2 (+0%)
Value$760.9K (-$52.0K)
Filed 2026-10-21
Occidental Asset Management, LLC
DECREASED
Shares11,251 from 23,794
Change-12,543 (-53%)
Value$757.7K (-$954.3K)
Filed 2026-11-05
Argyle Capital Partners, LLC
INCREASED
Shares11,207 from 10,969
Change+238 (+2%)
Value$754.7K (-$34.5K)
Filed 2026-10-23
StoneX Group Inc.
DECREASED
Shares11,190 from 14,803
Change-3,613 (-24%)
Value$766.0K (-$313.7K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
INCREASED
Shares11,128 from 9,988
Change+1,140 (+11%)
Value$749.4K (+$30.7K)
Filed 2026-10-13
Portside Wealth Group, LLC
INCREASED
Shares11,123 from 9,956
Change+1,167 (+12%)
Value$749.1K (+$32.7K)
Filed 2026-10-20
Titleist Asset Management, LLC
INCREASED
Shares11,119 from 10,142
Change+977 (+10%)
Value$748.8K (+$19.1K)
Filed 2026-10-08
Cortland Associates Inc
INCREASED
Shares11,079 from 10,948
Change+131 (+1%)
Value$746.0K (-$42.0K)
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares11,072 from 10,177
Change+895 (+9%)
Value$745.6K (+$13.4K)
Filed 2026-11-05
Enzi Wealth
INCREASED
Shares10,999 from 10,976
Change+23 (+0%)
Value$787.1K (+$17.0K)
Filed 2026-10-14
BIP Wealth, LLC
INCREASED
Shares10,976 from 10,916
Change+60 (+1%)
Value$739.1K (-$46.3K)
Filed 2026-10-22
Sowa Financial Group, Inc.
INCREASED
Shares10,919 from 10,850
Change+69 (+1%)
Value$735.0K (-$46.0K)
Filed 2026-10-26
Americana Partners, LLC
INCREASED
Shares10,890 from 7,747
Change+3,143 (+41%)
Value$733.4K (+$175.9K)
Filed 2026-10-28
Monument Capital Management
INCREASED
Shares10,871 from 9,623
Change+1,248 (+13%)
Value$732.0K (+$39.7K)
Filed 2026-10-09
TFC Financial Management, Inc.
UNCHANGED
Shares10,862 from 10,862
Change0 (0%)
Value$731.4K (-$50.1K)
Filed 2026-10-26
PKS Advisory Services, LLC
UNCHANGED
Shares10,856 from 10,856
Change0 (0%)
Value$781.0K ($0)
Filed 2026-10-26
Smith Salley Wealth Management
INCREASED
Shares10,851 from 9,095
Change+1,756 (+19%)
Value$730.7K (+$76.4K)
Filed 2026-11-03
Leo Wealth, LLC
NEW
Shares10,802
Change+10,802
Value$727.4K
Filed 2026-10-26
Towne Trust Company, N.a
DECREASED
Shares10,798 from 12,889
Change-2,091 (-16%)
Value$727.1K (-$200.2K)
Filed 2026-10-28
Bath Savings Trust Co
UNCHANGED
Shares10,776 from 10,776
Change0 (0%)
Value$725.7K (-$49.7K)
Filed 2026-10-07
City State Bank
DECREASED
Shares10,730 from 11,000
Change-270 (-2%)
Value$722.6K (-$68.9K)
Filed 2026-10-20
St. Louis Trust Co
UNCHANGED
Shares10,700 from 10,700
Change0 (0%)
Value$720.5K (+$219.8K)
Filed 2026-11-03
American Financial & TAX Strategies Inc
UNCHANGED
Shares10,671 from 10,671
Change0 (0%)
Value$718.6K (-$49.2K)
Filed 2026-10-16
Woodmont Investment Counsel LLC
INCREASED
Shares10,669 from 10,644
Change+25 (+0%)
Value$718.5K (-$47.4K)
Filed 2026-10-29
Stirlingshire Investments, Inc.
DECREASED
Shares10,631 from 14,704
Change-4,073 (-28%)
Value$727.8K (-$344.9K)
Filed 2026-11-05
Greenfield Savings Bank
DECREASED
Shares10,630 from 10,760
Change-130 (-1%)
Value$715.8K (-$58.4K)
Filed 2026-10-07
Brown Miller Wealth Management, LLC
UNCHANGED
Shares10,600 from 10,600
Change0 (0%)
Value$713.8K (-$48.9K)
Filed 2026-11-02
Orca Wealth Management, LLC
INCREASED
Shares10,584 from 3,993
Change+6,591 (+165%)
Value$712.7K (+$425.5K)
Filed 2026-10-14
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares10,565 from 10,711
Change-146 (-1%)
Value$711.4K (-$59.2K)
Filed 2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares10,557 from 10,291
Change+266 (+3%)
Value$710.9K (-$29.5K)
Filed 2026-10-23
Providence Wealth Advisors, LLC
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$707.2K (-$59.9K)
Filed 2026-10-29
Chapin Davis, Inc.
INCREASED
Shares10,467 from 10,463
Change+4 (+0%)
Value$704.8K (-$48.0K)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares10,439 from 10,775
Change-336 (-3%)
Value$703.0K (-$72.3K)
Filed 2026-10-14
Center for Wealth Management Advisory
DECREASED
Shares10,438 from 11,236
Change-798 (-7%)
Value$702.9K (-$105.6K)
Filed 2026-10-23
Angeles Wealth Management, LLC
DECREASED
Shares10,437 from 11,239
Change-802 (-7%)
Value$714.3K (-$106.2K)
Filed 2026-10-26
Keystone Wealth Services, LLC
INCREASED
Shares10,428 from 10,409
Change+19 (+0%)
Value$716.6K (-$32.3K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
DECREASED
Shares10,388 from 10,970
Change-582 (-5%)
Value$699.5K (-$89.8K)
Filed 2026-10-19
Inscription Capital, LLC
DECREASED
Shares10,385 from 10,583
Change-198 (-2%)
Value$699.3K (-$62.1K)
Filed 2026-11-02
Wealth Architects, LLC
DECREASED
Shares10,370 from 10,433
Change-63 (-1%)
Value$698.4K (-$52.3K)
Filed 2026-11-03
SYM Financial Corp
INCREASED
Shares10,308 from 7,558
Change+2,750 (+36%)
Value$694.1K (+$150.4K)
Filed 2026-10-26
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares10,303 from 10,303
Change0 (0%)
Value$693.8K (-$47.5K)
Filed 2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED
Shares10,297 from 10,297
Change0 (0%)
Value$740.9K ($0)
Filed 2026-10-13
Patton Albertson Miller Group, LLC
DECREASED
Shares10,280 from 10,666
Change-386 (-4%)
Value$692.3K (-$75.2K)
Filed 2026-10-26
Univest Financial Corp
INCREASED
Shares10,259 from 9,722
Change+537 (+6%)
Value$690.8K (-$8.7K)
Filed 2026-11-05
Heritage Family Offices, LLP
INCREASED
Shares10,221 from 9,867
Change+354 (+4%)
Value$688.3K (-$21.6K)
Filed 2026-11-02
Balentine LLC
DECREASED
Shares10,163 from 11,540
Change-1,377 (-12%)
Value$684.4K (-$145.9K)
Filed 2026-11-03
180 Wealth Advisors, LLC
DECREASED
Shares10,157 from 10,539
Change-382 (-4%)
Value$684.0K (-$74.3K)
Filed 2026-11-03
Gryphon Financial Partners LLC
INCREASED
Shares10,123 from 9,890
Change+233 (+2%)
Value$681.7K (-$29.9K)
Filed 2026-11-04
Klingman & Associates, LLC
DECREASED
Shares10,100 from 11,624
Change-1,524 (-13%)
Value$680.1K (-$156.2K)
Filed 2026-10-20
Affinity Capital Advisors, LLC
INCREASED
Shares10,062 from 8,505
Change+1,557 (+18%)
Value$721.2K (+$109.9K)
Filed 2026-10-13
Home Federal Bank of Tennessee
INCREASED
Shares10,029 from 9,265
Change+764 (+8%)
Value$675.4K (+$8.7K)
Filed 2026-10-15
Arnhold LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$673.4K (-$46.1K)
Filed 2026-10-26
Guilbault Capital LLC
UNCHANGED
Shares9,904 from 9,904
Change0 (0%)
Value$666.9K (-$45.7K)
Filed 2026-10-28
CRA Financial Services, LLC
INCREASED
Shares9,882 from 9,575
Change+307 (+3%)
Value$665.5K (-$23.5K)
Filed 2026-10-16
Fishman JAY A LTD
UNCHANGED
Shares9,835 from 9,835
Change0 (0%)
Value$662.3K (-$45.3K)
Filed 2026-10-26
Old Republic International Corp
NEW
Shares9,833
Change+9,833
Value$662.0K
Filed 2026-10-26
Herold Advisors, Inc.
INCREASED
Shares9,800 from 9,717
Change+83 (+1%)
Value$660.0K (-$41.1K)
Filed 2026-10-19
MSH Capital Advisors LLC
INCREASED
Shares9,787 from 9,703
Change+84 (+1%)
Value$659.0K (-$39.1K)
Filed 2026-11-03
Castle Rock Wealth Management, LLC
DECREASED
Shares9,771 from 10,082
Change-311 (-3%)
Value$669.8K (-$51.5K)
Filed 2026-10-09
Cross Staff Investments Inc
DECREASED
Shares9,731 from 9,911
Change-180 (-2%)
Value$655.3K (-$57.8K)
Filed 2026-10-22
National Wealth Management Group, LLC
INCREASED
Shares9,707 from 7,505
Change+2,202 (+29%)
Value$653.7K (+$113.7K)
Filed 2026-10-26
Monarch Capital Management Inc
DECREASED
Shares9,688 from 9,718
Change-30 (0%)
Value$662.2K (-$46.4K)
Filed 2026-10-19
Avaii Wealth Management, LLC
DECREASED
Shares9,657 from 9,958
Change-301 (-3%)
Value$650.4K (-$66.1K)
Filed 2026-10-09
Sylvest Advisors, LLC
DECREASED
Shares9,617 from 10,267
Change-650 (-6%)
Value$647.6K (-$91.1K)
Filed 2026-10-26
Peak Financial Advisors LLC
DECREASED
Shares9,615 from 9,619
Change-4 (0%)
Value$647.5K (-$44.6K)
Filed 2026-10-28
Tucker Asset Management LLC
DECREASED
Shares9,614 from 9,939
Change-325 (-3%)
Value$647.4K (-$67.8K)
Filed 2026-10-29
Integrity Advisory Solutions, LLC
INCREASED
Shares9,604 from 7,567
Change+2,037 (+27%)
Value$646.8K (+$102.3K)
Filed 2026-10-29
Equitable Trust Co
DECREASED
Shares9,594 from 9,615
Change-21 (0%)
Value$646.1K (-$45.7K)
Filed 2026-10-13
QTR Family Wealth, LLC
INCREASED
Shares9,571 from 5,869
Change+3,702 (+63%)
Value$644.5K (+$222.3K)
Filed 2026-11-02
Greatmark Investment Partners, Inc.
UNCHANGED
Shares9,549 from 9,549
Change0 (0%)
Value$643.0K (-$44.0K)
Filed 2026-10-28
United Capital Management of KS, Inc.
INCREASED
Shares9,510 from 9,426
Change+84 (+1%)
Value$640.4K (-$37.8K)
Filed 2026-11-04
Hardin Capital Partners, LLC
INCREASED
Shares9,495 from 9,493
Change+2 (+0%)
Value$639.4K (-$50.2K)
Filed 2026-10-09
Tufton Capital Management
INCREASED
Shares9,489 from 9,264
Change+225 (+2%)
Value$638.0K (-$28.0K)
Filed 2026-10-20
Powers Advisory Group, LLC
INCREASED
Shares9,484 from 9,411
Change+73 (+1%)
Value$638.6K (-$38.5K)
Filed 2026-10-14
Machina Capital S.A.S.
DECREASED
Shares9,472 from 41,250
Change-31,778 (-77%)
Value$637.8K (-$2.3M)
Filed 2026-11-05
Concord Wealth Partners
INCREASED
Shares9,426 from 9,390
Change+36 (+0%)
Value$634.8K (-$40.8K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
INCREASED
Shares9,411 from 9,000
Change+411 (+5%)
Value$633.7K (-$13.8K)
Filed 2026-10-13
Duncker Streett & Co Inc
INCREASED
Shares9,407 from 9,007
Change+400 (+4%)
Value$633.5K (-$14.6K)
Filed 2026-10-27
Colonial River Investments, LLC
DECREASED
Shares9,372 from 9,770
Change-398 (-4%)
Value$631.1K (-$71.8K)
Filed 2026-10-19
Financial Planning Hawaii, Inc.
UNCHANGED
Shares9,350 from 9,350
Change0 (0%)
Value$629.7K (-$43.1K)
Filed 2026-10-13
Buckhead Capital Management LLC
INCREASED
Shares9,300 from 8,823
Change+477 (+5%)
Value$626.3K (-$8.6K)
Filed 2026-11-03
Skyline Advisors, Inc.
INCREASED
Shares9,295 from 9,055
Change+240 (+3%)
Value$625.9K (-$25.6K)
Filed 2026-11-03
White Lighthouse Investment Management Inc.
INCREASED
Shares9,204 from 9,203
Change+1 (+0%)
Value$619.8K (-$42.4K)
Filed 2026-10-21
TCI Wealth Advisors, Inc.
DECREASED
Shares9,154 from 9,263
Change-109 (-1%)
Value$616.4K (-$50.0K)
Filed 2026-10-30
SAX Wealth Advisors, LLC
INCREASED
Shares9,141 from 7,444
Change+1,697 (+23%)
Value$615.6K (+$124.3K)
Filed 2026-10-13
Montecito Bank & Trust
UNCHANGED
Shares9,119 from 9,119
Change0 (0%)
Value$614.1K (-$42.0K)
Filed 2026-10-01
Burns Matteson Capital Management, LLC
NEW
Shares9,084
Change+9,084
Value$611.7K
Filed 2026-10-16
Versant Capital Management, Inc
INCREASED
Shares9,073 from 8,555
Change+518 (+6%)
Value$611.0K (-$4.6K)
Filed 2026-10-02
Simon Quick Advisors, LLC
NEW
Shares9,040
Change+9,040
Value$608.8K
Filed 2026-10-26
Abel Hall, LLC
INCREASED
Shares9,040 from 8,738
Change+302 (+3%)
Value$608.8K (-$19.9K)
Filed 2026-10-19
Allen Capital Group, LLC
INCREASED
Shares9,024 from 8,833
Change+191 (+2%)
Value$607.7K (-$27.8K)
Filed 2026-10-27
Capital Asset Advisory Services LLC
INCREASED
Shares9,018 from 8,460
Change+558 (+7%)
Value$681.6K (+$72.9K)
Filed 2026-10-30
October Effect Ltd
DECREASED
Shares8,927 from 9,177
Change-250 (-3%)
Value$601.1K (-$59.1K)
Filed 2026-10-20
MBE Wealth Management, LLC
INCREASED
Shares8,920 from 6,358
Change+2,562 (+40%)
Value$600.7K (+$143.2K)
Filed 2026-10-26
Wealth Effects LLC
INCREASED
Shares8,908 from 8,728
Change+180 (+2%)
Value$599.9K (-$28.1K)
Filed 2026-10-23
Mindset Wealth Management, LLC
INCREASED
Shares8,903 from 8,746
Change+157 (+2%)
Value$599.6K (-$29.7K)
Filed 2026-10-19
Root Financial Partners, LLC
INCREASED
Shares8,883 from 6,341
Change+2,542 (+40%)
Value$598.2K (+$142.0K)
Filed 2026-10-21
Challenger Wealth Management
INCREASED
Shares8,862 from 8,371
Change+491 (+6%)
Value$596.8K (-$5.5K)
Filed 2026-10-30
Northcape Wealth Management, LLC
DECREASED
Shares8,853 from 9,158
Change-305 (-3%)
Value$596.2K (-$62.8K)
Filed 2026-11-04
ETF Store, Inc.
DECREASED
Shares8,822 from 8,826
Change-4 (0%)
Value$594.1K (-$40.9K)
Filed 2026-10-19
One Plus One Wealth Management, LLC
DECREASED
Shares8,798 from 9,099
Change-301 (-3%)
Value$592.5K (-$62.2K)
Filed 2026-10-16
Birch Financial Group, LLC
DECREASED
Shares8,797 from 11,128
Change-2,331 (-21%)
Value$592.4K (-$208.3K)
Filed 2026-10-27
Naples Global Advisors, LLC
DECREASED
Shares8,773 from 9,275
Change-502 (-5%)
Value$600.0K (-$76.9K)
Filed 2026-11-05
Diversified Management Inc
INCREASED
Shares8,758 from 7,603
Change+1,155 (+15%)
Value$589.8K (+$42.7K)
Filed 2026-10-08
William Allan Corp
DECREASED
Shares8,716 from 8,731
Change-15 (0%)
Value$586.9K (-$41.3K)
Filed 2026-10-14
Orca Investment Management, LLC
DECREASED
Shares8,715 from 8,738
Change-23 (0%)
Value$586.9K (-$41.8K)
Filed 2026-10-29
Syverson Strege & Co
INCREASED
Shares8,707 from 8,652
Change+55 (+1%)
Value$586.3K (-$36.2K)
Filed 2026-11-02
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares8,691 from 8,460
Change+231 (+3%)
Value$585.3K (-$23.4K)
Filed 2026-10-13
Three Magnolias Financial Advisors, LLC
INCREASED
Shares8,650 from 5,150
Change+3,500 (+68%)
Value$582.5K (+$211.9K)
Filed 2026-10-14
Accredited Investors Inc.
INCREASED
Shares8,606 from 8,587
Change+19 (+0%)
Value$579.5K (-$38.3K)
Filed 2026-11-03
Quadcap Wealth Management, LLC
DECREASED
Shares8,579 from 8,742
Change-163 (-2%)
Value$577.7K (-$51.3K)
Filed 2026-11-02
bLong Financial, LLC
UNCHANGED
Shares8,579 from 8,579
Change0 (0%)
Value$577.7K (-$39.6K)
Filed 2026-10-29
MMA Asset Management LLC
DECREASED
Shares8,567 from 12,998
Change-4,431 (-34%)
Value$576.9K (-$358.3K)
Filed 2026-11-02
Diligent Investors, LLC
INCREASED
Shares8,558 from 8,551
Change+7 (+0%)
Value$576.3K (-$39.0K)
Filed 2026-10-21
Southland Equity Partners LLC
INCREASED
Shares8,541 from 8,515
Change+26 (+0%)
Value$575.1K (-$37.5K)
Filed 2026-10-14
ROI Financial Advisors, LLC
INCREASED
Shares8,540 from 7,039
Change+1,501 (+21%)
Value$575.1K (+$68.6K)
Filed 2026-10-19
WealthPlan Investment Management, LLC
INCREASED
Shares8,534 from 8,306
Change+228 (+3%)
Value$574.7K (-$22.9K)
Filed 2026-10-15
IFG Advisors, LLC
UNCHANGED
Shares8,525 from 8,525
Change0 (0%)
Value$574.1K (-$39.3K)
Filed 2026-10-15
Aljian Capital Management, LLC
INCREASED
Shares8,437 from 8,400
Change+37 (+0%)
Value$568.2K (-$36.2K)
Filed 2026-10-28
RIA Advisory Group LLC
DECREASED
Shares8,436 from 9,744
Change-1,308 (-13%)
Value$568.1K (-$133.0K)
Filed 2026-10-15
Mattern Wealth Management LLC
UNCHANGED
Shares8,431 from 8,431
Change0 (0%)
Value$567.7K (-$38.9K)
Filed 2026-11-04
Gibson Capital, LLC
DECREASED
Shares8,412 from 9,573
Change-1,161 (-12%)
Value$566.5K (-$122.3K)
Filed 2026-10-23
MRA Advisory Group
DECREASED
Shares8,390 from 29,199
Change-20,809 (-71%)
Value$565.0K (-$1.5M)
Filed 2026-10-07
Waldron Private Wealth LLC
DECREASED
Shares8,388 from 8,602
Change-214 (-2%)
Value$574.2K (-$44.8K)
Filed 2026-11-02
First Business Financial Services, Inc.
UNCHANGED
Shares8,384 from 8,384
Change0 (0%)
Value$564.6K (-$38.7K)
Filed 2026-10-29
Sage Capital Advisors,llc
INCREASED
Shares8,378 from 8,263
Change+115 (+1%)
Value$564.2K (-$30.3K)
Filed 2026-10-13
WBH Advisory Inc
DECREASED
Shares8,353 from 8,446
Change-93 (-1%)
Value$562.5K (-$45.2K)
Filed 2026-11-05
Juno Financial Group LLC
INCREASED
Shares8,345 from 8,195
Change+150 (+2%)
Value$562.0K (-$27.7K)
Filed 2026-10-27
Southern Michigan Bank & Trust
DECREASED
Shares8,250 from 9,462
Change-1,212 (-13%)
Value$555.6K (-$125.2K)
Filed 2026-10-19
Private Client Services, LLC
INCREASED
Shares8,234 from 7,730
Change+504 (+7%)
Value$554.4K (-$1.7K)
Filed 2026-10-02
Armstrong Advisory Group, Inc
INCREASED
Shares8,204 from 8,169
Change+35 (+0%)
Value$552.4K (-$35.4K)
Filed 2026-10-09
Riverbend Wealth Management, LLC
INCREASED
Shares8,194 from 8,051
Change+143 (+2%)
Value$551.8K (-$27.5K)
Filed 2026-10-15
BankChampaign, National Association
DECREASED
Shares8,193 from 8,376
Change-183 (-2%)
Value$551.7K (-$50.9K)
Filed 2026-10-19
Raiffeisen Bank International AG
INCREASED
Shares8,159 from 0
Change+8,159
Value$560.7K (+$560.7K)
Filed 2026-10-28
Quantum Financial Partners LLC
INCREASED
Shares8,125 from 6,840
Change+1,285 (+19%)
Value$547.1K (+$55.0K)
Filed 2026-10-19
Everhart Financial Group, Inc.
INCREASED
Shares8,121 from 7,666
Change+455 (+6%)
Value$546.9K (-$4.7K)
Filed 2026-10-08
Smith Shellnut Wilson LLC
UNCHANGED
Shares8,121 from 8,121
Change0 (0%)
Value$546.9K (-$37.4K)
Filed 2026-10-21
71 West Capital Partners
INCREASED
Shares8,115 from 7,132
Change+983 (+14%)
Value$546.5K (+$33.3K)
Filed 2026-11-04
Wendell David Associates Inc
UNCHANGED
Shares8,081 from 8,081
Change0 (0%)
Value$544.0K (-$37.0K)
Filed 2026-10-27
Fell Capital Management
UNCHANGED
Shares8,050 from 8,050
Change0 (0%)
Value$542.1K (-$37.1K)
Filed 2026-10-09
Fairvoy Private Wealth, LLC
INCREASED
Shares8,049 from 7,939
Change+110 (+1%)
Value$542.0K (-$29.2K)
Filed 2026-10-19
Ddfg, Inc
INCREASED
Shares8,034 from 7,976
Change+58 (+1%)
Value$541.0K (-$32.8K)
Filed 2026-10-15
Councilmark Asset Management, LLC
UNCHANGED
Shares7,966 from 7,966
Change0 (0%)
Value$536.4K (-$36.7K)
Filed 2026-10-20
Davidson Trust Co
DECREASED
Shares7,909 from 12,877
Change-4,968 (-39%)
Value$532.6K (-$393.9K)
Filed 2026-10-09
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares7,905 from 7,905
Change0 (0%)
Value$532.0K (-$37.0K)
Filed 2026-11-05
Candriam S.C.A.
UNCHANGED
Shares7,883 from 7,883
Change0 (0%)
Value$532.8K (-$33.9K)
Filed 2026-11-03
Winebrenner Capital Management LLC
INCREASED
Shares7,871 from 6,871
Change+1,000 (+15%)
Value$530.0K (+$35.7K)
Filed 2026-10-07
Fragasso Financial Advisors Inc
DECREASED
Shares7,868 from 8,059
Change-191 (-2%)
Value$564.0K (-$15.8K)
Filed 2026-10-13
West Bancorporation Inc
UNCHANGED
Shares7,848 from 7,848
Change0 (0%)
Value$528.5K (-$36.2K)
Filed 2026-10-29
Advocate Investing Services LLC
DECREASED
Shares7,827 from 11,726
Change-3,899 (-33%)
Value$527.1K (-$316.7K)
Filed 2026-10-26
Stablepoint Partners, LLC
UNCHANGED
Shares7,802 from 7,802
Change0 (0%)
Value$525.4K (-$36.0K)
Filed 2026-11-03
Pflug Koory, LLC
UNCHANGED
Shares7,786 from 7,786
Change0 (0%)
Value$524.3K (-$35.9K)
Filed 2026-10-26
Successful Portfolios LLC
INCREASED
Shares7,781 from 7,743
Change+38 (+0%)
Value$527.2K (-$27.6K)
Filed 2026-10-09
Register Financial Advisors LLC
INCREASED
Shares7,726 from 7,631
Change+95 (+1%)
Value$520.3K (-$28.8K)
Filed 2026-10-23
Emerald Advisors, LLC
INCREASED
Shares7,711 from 4,004
Change+3,707 (+93%)
Value$519.3K (+$231.2K)
Filed 2026-10-13
Holland Advisory Services, Inc.
UNCHANGED
Shares7,710 from 7,710
Change0 (0%)
Value$519.2K (-$35.5K)
Filed 2026-10-26
Heritage Wealth Management, Inc.
DECREASED
Shares7,707 from 7,893
Change-186 (-2%)
Value$519.0K (-$48.9K)
Filed 2026-10-28
Avior Wealth Management, LLC
INCREASED
Shares7,657 from 7,259
Change+398 (+5%)
Value$515.6K (-$6.7K)
Filed 2026-10-13
BostonPremier Wealth LLC
INCREASED
Shares7,614 from 3,915
Change+3,699 (+94%)
Value$512.7K (+$231.1K)
Filed 2026-10-16
Intesa Sanpaolo Wealth Management
INCREASED
Shares7,601 from 4,843
Change+2,758 (+57%)
Value$511.9K (+$163.4K)
Filed 2026-10-28
Montag A & Associates Inc
DECREASED
Shares7,541 from 7,788
Change-247 (-3%)
Value$516.2K (-$52.4K)
Filed 2026-10-29
Manchester Capital Management LLC
DECREASED
Shares7,523 from 7,668
Change-145 (-2%)
Value$506.6K (-$45.1K)
Filed 2026-10-22
CLG LLC
DECREASED
Shares7,520 from 7,530
Change-10 (0%)
Value$506.4K (-$35.4K)
Filed 2026-10-13
Community Trust & Investment Co
DECREASED
Shares7,495 from 7,555
Change-60 (-1%)
Value$504.7K (-$38.9K)
Filed 2026-10-15
Sculati Wealth Management, LLC
INCREASED
Shares7,460 from 5,609
Change+1,851 (+33%)
Value$534.6K (+$118.3K)
Filed 2026-10-19
Plancorp, LLC
INCREASED
Shares7,449 from 3,988
Change+3,461 (+87%)
Value$581.2K (+$294.6K)
Filed 2026-11-03
Enterprise Financial Services Corp
INCREASED
Shares7,434 from 5,664
Change+1,770 (+31%)
Value$500.6K (+$93.1K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares7,428 from 7,371
Change+57 (+1%)
Value$500.2K (-$30.1K)
Filed 2026-10-27
Convergence Financial, LLC
DECREASED
Shares7,407 from 11,564
Change-4,157 (-36%)
Value$498.8K (-$333.2K)
Filed 2026-10-27
Trilogy Capital Inc.
DECREASED
Shares7,374 from 7,658
Change-284 (-4%)
Value$496.6K (-$54.4K)
Filed 2026-10-20
Wealth Dimensions Group, Ltd.
INCREASED
Shares7,368 from 7,356
Change+12 (+0%)
Value$496.1K (-$33.1K)
Filed 2026-11-02
Compass Wealth Management, LLC
INCREASED
Shares7,364 from 7,362
Change+2 (+0%)
Value$495.9K (-$33.8K)
Filed 2026-10-30
Hendershot Investments Inc.
UNCHANGED
Shares7,362 from 7,362
Change0 (0%)
Value$495.8K (-$33.9K)
Filed 2026-11-05
Bingham Private Wealth, LLC
INCREASED
Shares7,360 from 7,271
Change+89 (+1%)
Value$495.6K (-$27.5K)
Filed 2026-11-05
Generali Investments, Management Co LLC
DECREASED
Shares7,323 from 7,934
Change-611 (-8%)
Value$493.1K (-$77.7K)
Filed 2026-10-19
Cohen Investment Advisors LLC
INCREASED
Shares7,318 from 7,045
Change+273 (+4%)
Value$492.8K (-$14.1K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares7,283 from 7,901
Change-618 (-8%)
Value$490.5K (-$78.0K)
Filed 2026-10-16
Souders Financial Advisors
DECREASED
Shares7,279 from 7,374
Change-95 (-1%)
Value$490.2K (-$40.4K)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
INCREASED
Shares7,255 from 6,249
Change+1,006 (+16%)
Value$488.6K (+$38.9K)
Filed 2026-10-22
Augustine Asset Management Inc
INCREASED
Shares7,232 from 6,544
Change+688 (+11%)
Value$487.0K (+$16.2K)
Filed 2026-10-13
Woodard & Co Asset Management Group Inc
INCREASED
Shares7,232 from 7,223
Change+9 (+0%)
Value$487.0K (-$32.7K)
Filed 2026-11-03
Nemes Rush Group LLC
INCREASED
Shares7,223 from 7,213
Change+10 (+0%)
Value$486.4K (-$32.6K)
Filed 2026-11-04
TFB Advisors LLC
INCREASED
Shares7,205 from 6,863
Change+342 (+5%)
Value$485.2K (-$8.6K)
Filed 2026-11-02
Dynamic Financial Group
DECREASED
Shares7,125 from 7,146
Change-21 (0%)
Value$479.8K (-$34.4K)
Filed 2026-10-28
Interchange Capital Partners, LLC
DECREASED
Shares7,124 from 7,143
Change-19 (0%)
Value$479.7K (-$34.2K)
Filed 2026-10-28
EPG Wealth Management LLC
DECREASED
Shares7,101 from 7,248
Change-147 (-2%)
Value$478.2K (-$43.3K)
Filed 2026-11-03
Schmidt P J Investment Management Inc
DECREASED
Shares7,049 from 7,449
Change-400 (-5%)
Value$474.7K (-$61.3K)
Filed 2026-11-02
Cypress Wealth Services, LLC
INCREASED
Shares7,039 from 6,991
Change+48 (+1%)
Value$482.5K (-$20.5K)
Filed 2026-10-21
Beacon Capital Management, LLC
DECREASED
Shares7,025 from 7,125
Change-100 (-1%)
Value$473.1K (-$39.6K)
Filed 2026-10-23
J2 Capital Management Inc
DECREASED
Shares6,998 from 7,032
Change-34 (0%)
Value$471.3K (-$34.7K)
Filed 2026-10-19
Bernardo Wealth Planning LLC
INCREASED
Shares6,972 from 3,379
Change+3,593 (+106%)
Value$469.5K (+$226.4K)
Filed 2026-10-23
Forza Wealth Management, LLC
INCREASED
Shares6,959 from 6,494
Change+465 (+7%)
Value$468.6K (+$1.4K)
Filed 2026-10-20
High Point Wealth Management, LLC
INCREASED
Shares6,951 from 5,299
Change+1,652 (+31%)
Value$468.1K (+$86.9K)
Filed 2026-11-05
Arista Wealth Management, LLC
INCREASED
Shares6,943 from 6,897
Change+46 (+1%)
Value$467.5K (-$28.7K)
Filed 2026-10-29
Essex Bank
DECREASED
Shares6,925 from 8,825
Change-1,900 (-22%)
Value$466.3K (-$168.6K)
Filed 2026-10-16
NBH Bank
DECREASED
Shares6,918 from 6,926
Change-8 (0%)
Value$465.9K (-$32.5K)
Filed 2026-11-05
Worth Asset Management, LLC
INCREASED
Shares6,866 from 3,525
Change+3,341 (+95%)
Value$462.3K (+$208.7K)
Filed 2026-10-07
Founders Grove Wealth Partners, LLC
INCREASED
Shares6,834 from 6,596
Change+238 (+4%)
Value$460.2K (-$14.4K)
Filed 2026-10-16
Zullo Investment Group, Inc.
DECREASED
Shares6,819 from 6,857
Change-38 (-1%)
Value$459.2K (-$34.2K)
Filed 2026-10-20
Oakworth Capital, Inc.
INCREASED
Shares6,814 from 6,235
Change+579 (+9%)
Value$458.9K (+$10.6K)
Filed 2026-10-26
1900 Wealth Management LLC
INCREASED
Shares6,803 from 5,370
Change+1,433 (+27%)
Value$458.1K (+$71.7K)
Filed 2026-10-13
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares6,800 from 7,062
Change-262 (-4%)
Value$457.9K (-$50.2K)
Filed 2026-11-03
TMB Capital Partners, LLC
INCREASED
Shares6,800 from 6,782
Change+18 (+0%)
Value$457.9K (-$30.1K)
Filed 2026-10-20
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares6,784 from 6,784
Change0 (0%)
Value$509.5K (+$21.4K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED
Shares6,781 from 6,781
Change0 (0%)
Value$456.6K (-$31.3K)
Filed 2026-10-21
Breakwater Capital Group
DECREASED
Shares6,762 from 6,812
Change-50 (-1%)
Value$455.4K (-$34.8K)
Filed 2026-10-09
Wealth Science Advisors LLC
DECREASED
Shares6,738 from 7,012
Change-274 (-4%)
Value$453.7K (-$50.8K)
Filed 2026-10-09
True Private Wealth Advisors
DECREASED
Shares6,705 from 7,049
Change-344 (-5%)
Value$451.5K (-$55.6K)
Filed 2026-10-19
Sound Income Strategies, LLC
DECREASED
Shares6,697 from 8,244
Change-1,547 (-19%)
Value$478.3K (-$114.8K)
Filed 2026-10-09
Geneva Partners, LLC
INCREASED
Shares6,670 from 5,477
Change+1,193 (+22%)
Value$449.1K (+$55.1K)
Filed 2026-10-26
Whalen Wealth Management Inc.
INCREASED
Shares6,647 from 4,895
Change+1,752 (+36%)
Value$447.6K (+$95.4K)
Filed 2026-10-08
First Heartland Consultants, Inc.
INCREASED
Shares6,645 from 4,239
Change+2,406 (+57%)
Value$447.5K (+$142.5K)
Filed 2026-10-08
Harvey Investment Co LLC
UNCHANGED
Shares6,633 from 6,633
Change0 (0%)
Value$447.0K (-$30.0K)
Filed 2026-10-20
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares6,629 from 6,629
Change0 (0%)
Value$446.4K (-$30.6K)
Filed 2026-10-27
Cap Partners, LLC
DECREASED
Shares6,618 from 6,970
Change-352 (-5%)
Value$445.7K (-$55.8K)
Filed 2026-10-19
Canandaigua National Bank & Trust Co
DECREASED
Shares6,612 from 6,669
Change-57 (-1%)
Value$445.3K (-$34.6K)
Filed 2026-10-07
Cowa, LLC
UNCHANGED
Shares6,597 from 6,597
Change0 (0%)
Value$444.2K (-$30.4K)
Filed 2026-10-30
Asset One Wealth Management LLC
INCREASED
Shares6,581 from 3,597
Change+2,984 (+83%)
Value$443.1K (+$189.5K)
Filed 2026-11-02
MV Capital Management, Inc.
DECREASED
Shares6,524 from 6,533
Change-9 (0%)
Value$439.3K (-$30.7K)
Filed 2026-10-29
Fiduciary Financial Group, LLC
INCREASED
Shares6,519 from 6,510
Change+9 (+0%)
Value$439.0K (-$29.5K)
Filed 2026-10-13
Atlas Brown,Inc.
INCREASED
Shares6,472 from 6,393
Change+79 (+1%)
Value$435.8K (-$24.2K)
Filed 2026-10-09
Masterinvest Kapitalanlage GmbH
UNCHANGED
Shares6,428 from 6,428
Change0 (0%)
Value$432.9K (-$29.6K)
Filed 2026-11-03
NWF Advisory Services Inc.
DECREASED
Shares6,406 from 7,008
Change-602 (-9%)
Value$431.4K (-$72.8K)
Filed 2026-10-19
Balboa Wealth Partners
INCREASED
Shares6,392 from 5,881
Change+511 (+9%)
Value$430.4K (+$7.3K)
Filed 2026-10-20
Seven Mile Advisory
DECREASED
Shares6,392 from 6,802
Change-410 (-6%)
Value$430.4K (-$66.2K)
Filed 2026-10-22
AmeriServ Wealth Advisors
DECREASED
Shares6,390 from 7,667
Change-1,277 (-17%)
Value$430.3K (-$121.3K)
Filed 2026-10-21
GFS Advisors, LLC
INCREASED
Shares6,365 from 4
Change+6,361 (+159025%)
Value$429.0K (-$29.0K)
Filed 2026-11-03
Howard Financial Services, Ltd.
INCREASED
Shares6,336 from 6,053
Change+283 (+5%)
Value$426.7K (-$8.8K)
Filed 2026-10-15
Balefire, LLC
DECREASED
Shares6,335 from 6,886
Change-551 (-8%)
Value$426.6K (-$68.9K)
Filed 2026-10-09
Bright Financial Advisors, Inc.
UNCHANGED
Shares6,335 from 6,335
Change0 (0%)
Value$426.6K (-$29.2K)
Filed 2026-10-23
Secure Asset Management, LLC
DECREASED
Shares6,315 from 6,375
Change-60 (-1%)
Value$425.2K (-$33.5K)
Filed 2026-10-19
Ascentis Wealth Management, LLC
INCREASED
Shares6,305 from 6,116
Change+189 (+3%)
Value$424.6K (-$15.5K)
Filed 2026-11-03
Washington Trust Co
DECREASED
Shares6,290 from 6,299
Change-9 (0%)
Value$423.6K (-$29.7K)
Filed 2026-10-22
Mayfair Advisory Group, LLC
UNCHANGED
Shares6,272 from 6,272
Change0 (0%)
Value$422.4K (-$35.4K)
Filed 2026-10-20
Jefferies Financial Group Inc.
DECREASED
Shares6,269 from 13,342
Change-7,073 (-53%)
Value$422.2K (-$537.8K)
Filed 2026-11-05
Novem Group
INCREASED
Shares6,250 from 4,476
Change+1,774 (+40%)
Value$420.9K (+$98.8K)
Filed 2026-10-19
Perryman Financial Advisory Inc
INCREASED
Shares6,246 from 6,227
Change+19 (+0%)
Value$420.6K (-$27.4K)
Filed 2026-10-16
Great Waters Wealth Management
DECREASED
Shares6,238 from 6,240
Change-2 (0%)
Value$420.1K (-$28.9K)
Filed 2026-10-07
Purewater Capital LLC
INCREASED
Shares6,220 from 6,218
Change+2 (+0%)
Value$418.8K (-$28.5K)
Filed 2026-10-23
Horizon Wealth Management, LLC
INCREASED
Shares6,196 from 6,189
Change+7 (+0%)
Value$417.3K (-$28.0K)
Filed 2026-11-02
Leonteq Securities AG
DECREASED
Shares6,190 from 6,351
Change-161 (-3%)
Value$416.8K (-$40.1K)
Filed 2026-10-29
Grandfield & Dodd, LLC
INCREASED
Shares6,148 from 6,048
Change+100 (+2%)
Value$414.0K (-$21.1K)
Filed 2026-10-29
Bluesphere Advisors LLC
DECREASED
Shares6,088 from 6,867
Change-779 (-11%)
Value$409.9K (-$84.2K)
Filed 2026-10-19
Albion Financial Group
INCREASED
Shares6,027 from 5,876
Change+151 (+3%)
Value$405.9K (-$16.9K)
Filed 2026-10-21
Magnus Financial Group LLC
INCREASED
Shares5,972 from 5,911
Change+61 (+1%)
Value$402.1K (-$23.2K)
Filed 2026-10-21
Kornitzer Capital Management Inc
DECREASED
Shares5,967 from 6,002
Change-35 (-1%)
Value$401.8K (-$30.0K)
Filed 2026-11-03
Capital Investment Counsel, Inc
INCREASED
Shares5,964 from 3,384
Change+2,580 (+76%)
Value$401.6K (+$158.1K)
Filed 2026-10-20
N10 Wealth, LLC
NEW
Shares5,961
Change+5,961
Value$401.4K
Filed 2026-10-14
Canvas Wealth Advisors, LLC
INCREASED
Shares5,956 from 5,495
Change+461 (+8%)
Value$457.1K (+$61.7K)
Filed 2026-11-02
Somerset Trust Co
UNCHANGED
Shares5,948 from 5,948
Change0 (0%)
Value$400.5K (-$27.4K)
Filed 2026-10-13
NTV Asset Management LLC
DECREASED
Shares5,938 from 6,628
Change-690 (-10%)
Value$399.9K (-$77.0K)
Filed 2026-10-23
Archer Investment Corp
INCREASED
Shares5,928 from 5,296
Change+632 (+12%)
Value$399.2K (+$18.2K)
Filed 2026-11-05
Firethorn Wealth Partners, LLC
DECREASED
Shares5,922 from 7,406
Change-1,484 (-20%)
Value$398.8K (-$134.0K)
Filed 2026-10-14
Alliance Wealth Advisors, LLC
UNCHANGED
Shares5,881 from 5,881
Change0 (0%)
Value$396.0K (-$27.1K)
Filed 2026-10-14
Intelligence Driven Advisers, LLC
DECREASED
Shares5,877 from 7,680
Change-1,803 (-23%)
Value$395.8K (-$156.8K)
Filed 2026-10-09
Aspiriant, LLC
INCREASED
Shares5,874 from 5,174
Change+700 (+14%)
Value$395.6K (+$23.3K)
Filed 2026-10-16
Brandywine OAK Private Wealth LLC
INCREASED
Shares5,828 from 5,816
Change+12 (+0%)
Value$392.5K (-$26.0K)
Filed 2026-10-23
Edgemoor Investment Advisors, Inc.
INCREASED
Shares5,824 from 5,809
Change+15 (+0%)
Value$392.2K (-$25.8K)
Filed 2026-11-03
Defender Capital, Llc.
UNCHANGED
Shares5,810 from 5,810
Change0 (0%)
Value$391.2K (-$26.8K)
Filed 2026-10-01
Leslie Global Wealth, LLC
INCREASED
Shares5,798 from 5,597
Change+201 (+4%)
Value$390.5K (-$12.2K)
Filed 2026-10-26
Platform Technology Partners
DECREASED
Shares5,792 from 6,325
Change-533 (-8%)
Value$390.0K (-$65.1K)
Filed 2026-11-02
First Affirmative Financial Network
NEW
Shares5,778
Change+5,778
Value$389.1K
Filed 2026-10-21
Hedeker Wealth, LLC
DECREASED
Shares5,770 from 5,829
Change-59 (-1%)
Value$388.6K (-$30.8K)
Filed 2026-10-23
Capital Squared Financial LLC
DECREASED
Shares5,767 from 5,820
Change-53 (-1%)
Value$388.4K (-$30.4K)
Filed 2026-10-30
McAdam, LLC
DECREASED
Shares5,763 from 5,898
Change-135 (-2%)
Value$388.1K (-$36.3K)
Filed 2026-10-21
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares5,761 from 5,761
Change0 (0%)
Value$387.9K (-$26.6K)
Filed 2026-10-19
TrueWealth Advisors, LLC
INCREASED
Shares5,758 from 5,757
Change+1 (+0%)
Value$387.7K (-$26.5K)
Filed 2026-10-09
First County Bank
INCREASED
Shares5,755 from 5,493
Change+262 (+5%)
Value$387.5K (-$7.7K)
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED
Shares5,729 from 7,217
Change-1,488 (-21%)
Value$385.8K (-$133.5K)
Filed 2026-10-13
Gilman Hill Asset Management, LLC
DECREASED
Shares5,709 from 5,714
Change-5 (0%)
Value$384.4K (-$26.7K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares5,698 from 5,855
Change-157 (-3%)
Value$383.7K (-$37.6K)
Filed 2026-10-15
Capital City Trust Co
INCREASED
Shares5,690 from 5,462
Change+228 (+4%)
Value$383.2K (-$9.8K)
Filed 2026-10-22
Manchester Financial Inc
UNCHANGED
Shares5,680 from 5,680
Change0 (0%)
Value$382.5K (-$26.2K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
INCREASED
Shares5,670 from 329
Change+5,341 (+1623%)
Value$381.8K (+$358.1K)
Filed 2026-10-30
Golden State Wealth Management, LLC
INCREASED
Shares5,665 from 4,778
Change+887 (+19%)
Value$381.5K (+$37.7K)
Filed 2026-11-02
American Institute for Advanced Investment Management, LLP
DECREASED
Shares5,664 from 5,704
Change-40 (-1%)
Value$381.4K (-$29.0K)
Filed 2026-11-03
Roxbury Financial LLC
DECREASED
Shares5,663 from 5,723
Change-60 (-1%)
Value$381.3K (-$30.4K)
Filed 2026-10-01
Northwest Wealth Management, LLC
INCREASED
Shares5,656 from 4,769
Change+887 (+19%)
Value$380.9K (+$37.7K)
Filed 2026-10-30
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares5,646 from 5,657
Change-11 (0%)
Value$380.2K (-$26.8K)
Filed 2026-10-22
LFG Wealth Partners, LLC
INCREASED
Shares5,644 from 4,966
Change+678 (+14%)
Value$380.1K (+$22.7K)
Filed 2026-10-28
Tsfg, LLC
DECREASED
Shares5,640 from 6,334
Change-694 (-11%)
Value$380.0K (-$76.0K)
Filed 2026-10-23
Summit Global Investments
DECREASED
Shares5,628 from 9,794
Change-4,166 (-43%)
Value$379.0K (-$326.0K)
Filed 2026-10-28
Cromwell Holdings LLC
INCREASED
Shares5,617 from 5,616
Change+1 (+0%)
Value$384.5K (-$25.5K)
Filed 2026-10-28
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares5,596 from 5,596
Change0 (0%)
Value$376.8K (-$25.8K)
Filed 2026-10-26
Fiduciary Family Office, LLC
INCREASED
Shares5,588 from 5,342
Change+246 (+5%)
Value$376.3K (-$8.1K)
Filed 2026-11-04
Tcfg Investment Advisors, LLC
INCREASED
Shares5,584 from 5,377
Change+207 (+4%)
Value$376.0K (-$10.9K)
Filed 2026-10-20
Rubicon Advisors, GP
INCREASED
Shares5,578 from 5,291
Change+287 (+5%)
Value$375.6K (-$5.1K)
Filed 2026-10-23
Stonehaven Wealth & TAX Solutions, LLC
INCREASED
Shares5,575 from 5,489
Change+86 (+2%)
Value$375.4K (-$19.5K)
Filed 2026-10-22
1620 Investment Advisors, Inc.
DECREASED
Shares5,553 from 5,653
Change-100 (-2%)
Value$373.9K (-$32.8K)
Filed 2026-11-04
Intergy Private Wealth, LLC
INCREASED
Shares5,546 from 5,482
Change+64 (+1%)
Value$373.5K (-$21.0K)
Filed 2026-10-16
626 Financial, LLC
INCREASED
Shares5,539 from 5,535
Change+4 (+0%)
Value$373.0K (-$25.2K)
Filed 2026-11-04
Peoples Financial Services Corp.
DECREASED
Shares5,536 from 5,585
Change-49 (-1%)
Value$372.8K (-$29.0K)
Filed 2026-10-20
Old Second National Bank of Aurora
UNCHANGED
Shares5,530 from 5,530
Change0 (0%)
Value$372.4K (-$25.5K)
Filed 2026-10-22
Ares Financial Consulting, LLC
INCREASED
Shares5,521 from 5,506
Change+15 (+0%)
Value$371.8K (-$24.4K)
Filed 2026-10-19
Claro Advisors Inc.
DECREASED
Shares5,520 from 6,138
Change-618 (-10%)
Value$371.7K (-$69.9K)
Filed 2026-11-02
Uptick Partners, LLC
INCREASED
Shares5,516 from 5,053
Change+463 (+9%)
Value$371.5K (+$7.9K)
Filed 2026-11-04
Center for Financial Planning, Inc.
INCREASED
Shares5,509 from 5,507
Change+2 (+0%)
Value$371.0K (-$25.2K)
Filed 2026-10-26
Paladin Wealth, LLC
INCREASED
Shares5,496 from 2,957
Change+2,539 (+86%)
Value$370.1K (+$157.3K)
Filed 2026-10-23
Mechanics Financial Corp
INCREASED
Shares5,493 from 5,413
Change+80 (+1%)
Value$369.9K (-$19.6K)
Filed 2026-11-05
ACT Wealth Management, LLC
INCREASED
Shares5,486 from 5,306
Change+180 (+3%)
Value$369.4K (-$12.3K)
Filed 2026-10-09
Impact Capital Partners LLC
DECREASED
Shares5,477 from 5,513
Change-36 (-1%)
Value$368.8K (-$27.8K)
Filed 2026-10-22
Palacios Wealth Management, LLC
INCREASED
Shares5,456 from 5,140
Change+316 (+6%)
Value$367.4K (-$2.4K)
Filed 2026-11-04
Letson Investment Management, Inc.
UNCHANGED
Shares5,440 from 5,440
Change0 (0%)
Value$366.3K (-$25.1K)
Filed 2026-11-05
Certuity, LLC
INCREASED
Shares5,426 from 4,953
Change+473 (+10%)
Value$365.4K (+$9.0K)
Filed 2026-11-02
Fidelity D & D Bancorp Inc
UNCHANGED
Shares5,423 from 5,423
Change0 (0%)
Value$365.2K (-$25.0K)
Filed 2026-11-05
Summit Financial Wealth Advisors, LLC
INCREASED
Shares5,413 from 5,198
Change+215 (+4%)
Value$364.5K (-$9.5K)
Filed 2026-10-15
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares5,410 from 5,410
Change0 (0%)
Value$364.3K (-$24.9K)
Filed 2026-10-30
Birch Hill Investment Advisors LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$363.6K (-$24.9K)
Filed 2026-10-16
Breachway Investments LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$363.6K (-$24.9K)
Filed 2026-10-19
Ashton Thomas Securities, LLC
DECREASED
Shares5,398 from 22,990
Change-17,592 (-77%)
Value$363.5K (-$1.3M)
Filed 2026-10-26
JBR Co Financial Management Inc
UNCHANGED
Shares5,393 from 5,393
Change0 (0%)
Value$385.8K (-$2.2K)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
UNCHANGED
Shares5,391 from 5,391
Change0 (0%)
Value$363.0K (-$24.9K)
Filed 2026-10-05
Well Done, LLC
DECREASED
Shares5,384 from 5,618
Change-234 (-4%)
Value$362.6K (-$41.7K)
Filed 2026-10-20
Sonata Capital Group Inc
INCREASED
Shares5,364 from 4,864
Change+500 (+10%)
Value$361.2K (+$11.2K)
Filed 2026-10-19
Sterling Wealth Management, Inc.
UNCHANGED
Shares5,340 from 5,340
Change0 (0%)
Value$359.6K (-$24.6K)
Filed 2026-10-23
Nilsine Partners, LLC
INCREASED
Shares5,326 from 5,176
Change+150 (+3%)
Value$358.7K (-$13.8K)
Filed 2026-11-02
Sage Private Wealth Group, LLC
INCREASED
Shares5,316 from 5,264
Change+52 (+1%)
Value$358.0K (-$20.8K)
Filed 2026-10-21
Clear Wave Wealth Management LLC
INCREASED
Shares5,311 from 5,150
Change+161 (+3%)
Value$357.6K (-$12.9K)
Filed 2026-11-04
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares5,302 from 6,150
Change-848 (-14%)
Value$357.0K (-$85.5K)
Filed 2026-11-02
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares5,297 from 5,297
Change0 (0%)
Value$356.7K (-$24.4K)
Filed 2026-11-02
Taylor Financial Group, Inc.
DECREASED
Shares5,288 from 6,288
Change-1,000 (-16%)
Value$356.1K (-$96.3K)
Filed 2026-11-02
RS Crum Inc.
DECREASED
Shares5,288 from 5,588
Change-300 (-5%)
Value$356.1K (-$46.0K)
Filed 2026-10-19
First Financial Bank - Trust Division
DECREASED
Shares5,286 from 5,686
Change-400 (-7%)
Value$356.0K (-$53.1K)
Filed 2026-10-01
Trust Co
UNCHANGED
Shares5,279 from 5,279
Change0 (0%)
Value$355.5K (-$24.3K)
Filed 2026-10-09
Bangor Savings Bank
DECREASED
Shares5,275 from 6,944
Change-1,669 (-24%)
Value$355.2K (-$144.4K)
Filed 2026-10-06
Facet Wealth, Inc.
INCREASED
Shares5,275 from 4,158
Change+1,117 (+27%)
Value$355.2K (+$56.1K)
Filed 2026-11-04
Legacy Wealth Partners, LLC
DECREASED
Shares5,259 from 5,316
Change-57 (-1%)
Value$354.1K (-$28.3K)
Filed 2026-10-15
Midwest Heritage Bank, FSB
INCREASED
Shares5,245 from 4,933
Change+312 (+6%)
Value$353.2K (-$1.7K)
Filed 2026-10-26
BAR Harbor Wealth Management
UNCHANGED
Shares5,234 from 5,234
Change0 (0%)
Value$352.5K (-$24.1K)
Filed 2026-10-21
Family Capital Management, Inc.
DECREASED
Shares5,227 from 5,327
Change-100 (-2%)
Value$352.0K (-$31.3K)
Filed 2026-11-03
Barry Investment Advisors, LLC
INCREASED
Shares5,226 from 5,224
Change+2 (+0%)
Value$351.9K (-$24.0K)
Filed 2026-10-14
One Way Holdings LLC
DECREASED
Shares5,225 from 6,090
Change-865 (-14%)
Value$351.9K (-$86.3K)
Filed 2026-10-29
Strategic Advisors LLC
INCREASED
Shares5,217 from 4,839
Change+378 (+8%)
Value$351.3K (+$3.2K)
Filed 2026-10-13
Elmwood Wealth Management, Inc.
INCREASED
Shares5,202 from 5,163
Change+39 (+1%)
Value$350.3K (-$21.2K)
Filed 2026-10-14
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$350.2K (-$24.0K)
Filed 2026-11-02
Obermeyer Wealth Partners
UNCHANGED
Shares5,171 from 5,171
Change0 (0%)
Value$348.2K (-$23.8K)
Filed 2026-10-21
Berman McAleer LLC
UNCHANGED
Shares5,156 from 5,156
Change0 (0%)
Value$347.2K (-$23.8K)
Filed 2026-10-16
Tritonpoint Wealth, LLC
INCREASED
Shares5,155 from 4,231
Change+924 (+22%)
Value$347.1K (+$42.7K)
Filed 2026-10-19
Greg Jennings, LLC
NEW
Shares5,145
Change+5,145
Value$346.5K
Filed 2026-10-19
Greenhouse Wealth Management, LLC
UNCHANGED
Shares5,142 from 5,142
Change0 (0%)
Value$346.2K (-$23.7K)
Filed 2026-10-20
Allegiance Financial Group Advisory Services LLC
NEW
Shares5,124
Change+5,124
Value$348.8K
Filed 2026-11-02
Griffith & Werner, Inc.
INCREASED
Shares5,085 from 4,939
Change+146 (+3%)
Value$342.4K (-$12.6K)
Filed 2026-11-04
Rare Wolf Capital LLC
DECREASED
Shares5,076 from 7,529
Change-2,453 (-33%)
Value$341.8K (-$199.9K)
Filed 2026-10-20
Wrenne Financial Planning LLC
DECREASED
Shares5,062 from 5,072
Change-10 (0%)
Value$340.9K (-$24.1K)
Filed 2026-10-30
Gratus Wealth Advisors, LLC
DECREASED
Shares5,046 from 5,546
Change-500 (-9%)
Value$339.8K (-$59.2K)
Filed 2026-10-26
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares5,022 from 5,000
Change+22 (+0%)
Value$348.5K (-$11.0K)
Filed 2026-10-19
Income Insurance Ltd
UNCHANGED
Shares5,018 from 5,018
Change0 (0%)
Value$337.9K (-$23.1K)
Filed 2026-10-21
Trace Wealth Advisors, LLC
DECREASED
Shares5,004 from 5,617
Change-613 (-11%)
Value$336.9K (-$67.2K)
Filed 2026-10-30
Forthright Family Wealth Advisory LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$336.7K (-$23.1K)
Filed 2026-11-03
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares4,995 from 4,396
Change+599 (+14%)
Value$336.4K (+$20.1K)
Filed 2026-10-16
Journey Advisory Group, LLC
DECREASED
Shares4,985 from 5,257
Change-272 (-5%)
Value$335.7K (-$42.6K)
Filed 2026-11-04
Almanack Investment Partners, Llc.
INCREASED
Shares4,975 from 4,960
Change+15 (+0%)
Value$335.0K (-$21.9K)
Filed 2026-11-03
Prairiewood Capital, LLC
DECREASED
Shares4,972 from 6,000
Change-1,028 (-17%)
Value$334.8K (-$96.9K)
Filed 2026-10-16
Realta Investment Advisors
INCREASED
Shares4,961 from 4,946
Change+15 (+0%)
Value$334.1K (-$21.8K)
Filed 2026-10-14
Fortitude Advisory Group L.L.C.
INCREASED
Shares4,960 from 4,933
Change+27 (+1%)
Value$334.0K (-$20.9K)
Filed 2026-10-15
Cdkv Holdings LLC
UNCHANGED
Shares4,953 from 4,953
Change0 (0%)
Value$333.5K (-$22.8K)
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares4,942 from 3,377
Change+1,565 (+46%)
Value$332.8K (+$89.8K)
Filed 2026-10-29
ERn Financial, LLC
INCREASED
Shares4,919 from 4,711
Change+208 (+4%)
Value$331.3K (-$7.7K)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
INCREASED
Shares4,916 from 4,789
Change+127 (+3%)
Value$331.1K (-$13.5K)
Filed 2026-11-02
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares4,914 from 4,806
Change+108 (+2%)
Value$330.9K (-$14.9K)
Filed 2026-10-27
Tenet Wealth Partners, LLC
INCREASED
Shares4,912 from 4,878
Change+34 (+1%)
Value$330.8K (-$24.8K)
Filed 2026-10-19
Destiny Wealth Partners, LLC
NEW
Shares4,908
Change+4,908
Value$378.8K
Filed 2026-11-05
Putney Financial Group LLC
DECREASED
Shares4,900 from 6,070
Change-1,170 (-19%)
Value$330.0K (-$106.8K)
Filed 2026-10-30
Yoffe Investment Management, LLC
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$330.0K (-$22.6K)
Filed 2026-11-02
Acropolis Investment Management, LLC
INCREASED
Shares4,893 from 4,683
Change+210 (+4%)
Value$329.5K (-$7.5K)
Filed 2026-10-08
Essential Partners LLC
INCREASED
Shares4,891 from 2,328
Change+2,563 (+110%)
Value$329.4K (+$161.9K)
Filed 2026-10-14
Coastline Trust Co
UNCHANGED
Shares4,880 from 4,880
Change0 (0%)
Value$328.6K (-$22.5K)
Filed 2026-10-01
GGM Financial LLC
NEW
Shares4,879
Change+4,879
Value$328.5K
Filed 2026-11-05
Stokes Capital Advisors, LLC
INCREASED
Shares4,874 from 3,849
Change+1,025 (+27%)
Value$328.2K (+$51.3K)
Filed 2026-10-09
Retirement Planning Co of New England, Inc.
INCREASED
Shares4,874 from 4,827
Change+47 (+1%)
Value$328.2K (-$19.1K)
Filed 2026-10-15
Peachtree Investment Partners, LLC
INCREASED
Shares4,871 from 4,729
Change+142 (+3%)
Value$328.0K (-$12.2K)
Filed 2026-11-05
Piedmont Capital Management, LLC
DECREASED
Shares4,869 from 4,941
Change-72 (-1%)
Value$327.9K (-$27.6K)
Filed 2026-10-21
JSF Financial, LLC
DECREASED
Shares4,867 from 22,996
Change-18,129 (-79%)
Value$327.7K (-$1.3M)
Filed 2026-10-22
YHB Investment Advisors, Inc.
DECREASED
Shares4,862 from 4,879
Change-17 (0%)
Value$327.4K (-$23.6K)
Filed 2026-10-08
Evanson Financial, LLC
DECREASED
Shares4,827 from 5,223
Change-396 (-8%)
Value$325.0K (-$50.7K)
Filed 2026-10-23
Atwood & Palmer Inc
UNCHANGED
Shares4,808 from 4,808
Change0 (0%)
Value$323.8K (-$22.2K)
Filed 2026-10-08
Ervin Investment Management, LLC
DECREASED
Shares4,781 from 4,801
Change-20 (0%)
Value$322.0K (-$23.5K)
Filed 2026-10-23
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares4,759 from 4,743
Change+16 (+0%)
Value$320.5K (-$20.8K)
Filed 2026-10-08
FDx Advisors, Inc.
DECREASED
Shares4,754 from 5,105
Change-351 (-7%)
Value$320.0K (-$47.0K)
Filed 2026-11-05
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares4,750 from 4,750
Change0 (0%)
Value$319.9K (-$21.9K)
Filed 2026-10-21
Landmark Wealth Management, LLC
INCREASED
Shares4,727 from 4,709
Change+18 (+0%)
Value$318.3K (-$20.5K)
Filed 2026-11-03
First United Bank & Trust
INCREASED
Shares4,725 from 4,425
Change+300 (+7%)
Value$318.2K (-$197)
Filed 2026-10-22
SmartHarvest Portfolios, LLC
DECREASED
Shares4,698 from 5,970
Change-1,272 (-21%)
Value$316.4K (-$113.2K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
UNCHANGED
Shares4,692 from 4,692
Change0 (0%)
Value$316.0K (-$21.6K)
Filed 2026-10-22
JB Capital LLC
DECREASED
Shares4,685 from 4,763
Change-78 (-2%)
Value$315.5K (-$27.3K)
Filed 2026-10-19
Hoge Financial Services, LLC
INCREASED
Shares4,676 from 4,598
Change+78 (+2%)
Value$314.9K (-$16.0K)
Filed 2026-11-05
TPG Advisors LLC
INCREASED
Shares4,673 from 4,648
Change+25 (+1%)
Value$314.7K (-$19.7K)
Filed 2026-10-16
Rockland Trust Co
INCREASED
Shares4,670 from 4,634
Change+36 (+1%)
Value$314.5K (-$18.9K)
Filed 2026-10-05
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares4,662
Change+4,662
Value$314.0K
Filed 2026-11-02
Capital Advisors, Ltd. LLC
INCREASED
Shares4,658 from 3,892
Change+766 (+20%)
Value$314.0K (+$34.0K)
Filed 2026-10-27
High Net Worth Advisory Group LLC
UNCHANGED
Shares4,649 from 4,649
Change0 (0%)
Value$313.1K (-$21.4K)
Filed 2026-10-26
Mirador Capital Partners LP
INCREASED
Shares4,637 from 4,625
Change+12 (+0%)
Value$312.3K (-$20.5K)
Filed 2026-10-09
Barlow Wealth Partners, LLC
DECREASED
Shares4,634 from 4,741
Change-107 (-2%)
Value$317.7K (-$27.5K)
Filed 2026-10-15
Garrett Wealth Advisory Group, LLC
INCREASED
Shares4,629 from 4,609
Change+20 (+0%)
Value$311.7K (-$19.9K)
Filed 2026-10-22
Traphagen Investment Advisors LLC
INCREASED
Shares4,627 from 4,210
Change+417 (+10%)
Value$311.6K (+$8.7K)
Filed 2026-10-14
Finward Bancorp
UNCHANGED
Shares4,607 from 4,607
Change0 (0%)
Value$310.2K (-$21.2K)
Filed 2026-10-14
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares4,599 from 4,598
Change+1 (+0%)
Value$309.7K (-$21.1K)
Filed 2026-10-09
Huntleigh Advisors, Inc.
INCREASED
Shares4,596 from 4,592
Change+4 (+0%)
Value$309.5K (-$20.9K)
Filed 2026-11-03
Buck Wealth Strategies, LLC
DECREASED
Shares4,583 from 4,613
Change-30 (-1%)
Value$308.6K (-$23.3K)
Filed 2026-10-28
Optivise Advisory Services LLC
INCREASED
Shares4,580 from 4,392
Change+188 (+4%)
Value$308.4K (-$7.5K)
Filed 2026-10-19
Kellett Wealth Advisors, LLC
INCREASED
Shares4,576 from 4,558
Change+18 (+0%)
Value$308.2K (-$19.8K)
Filed 2026-10-15
Toth Financial Advisory Corp
DECREASED
Shares4,568 from 4,572
Change-4 (0%)
Value$307.6K (-$21.4K)
Filed 2026-10-08
Stevens Capital Partners
NEW
Shares4,556
Change+4,556
Value$306.8K
Filed 2026-10-29
Sovran Advisors, LLC
INCREASED
Shares4,533 from 4,063
Change+470 (+12%)
Value$347.9K (+$43.9K)
Filed 2026-11-02
Relyea Zuckerberg Hanson LLC
DECREASED
Shares4,533 from 4,903
Change-370 (-8%)
Value$305.3K (-$47.5K)
Filed 2026-10-20
Abacus Planning Group, Inc.
INCREASED
Shares4,501 from 4,142
Change+359 (+9%)
Value$303.1K (+$5.1K)
Filed 2026-11-02
United Community Bank
DECREASED
Shares4,496 from 4,699
Change-203 (-4%)
Value$302.8K (-$35.3K)
Filed 2026-10-28
Foguth Wealth Management, Llc.
DECREASED
Shares4,486 from 5,080
Change-594 (-12%)
Value$336.9K (-$42.3K)
Filed 2026-10-19
Alpine Bank Wealth Management
INCREASED
Shares4,486 from 4,445
Change+41 (+1%)
Value$302.1K (-$17.7K)
Filed 2026-10-16
Moss Adams Wealth Advisors LLC
DECREASED
Shares4,481 from 5,981
Change-1,500 (-25%)
Value$306.7K (-$129.9K)
Filed 2026-10-28
Gibbs Wealth Management
INCREASED
Shares4,469 from 4,291
Change+178 (+4%)
Value$300.9K (-$7.8K)
Filed 2026-10-22
Thrive Wealth Management, LLC
DECREASED
Shares4,463 from 4,475
Change-12 (0%)
Value$300.5K (-$21.5K)
Filed 2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares4,458 from 4,483
Change-25 (-1%)
Value$300.2K (-$22.4K)
Filed 2026-10-19
LongView Wealth Management
UNCHANGED
Shares4,444 from 4,444
Change0 (0%)
Value$299.3K (-$20.5K)
Filed 2026-10-19
Code Waechter LLC
INCREASED
Shares4,439 from 3,857
Change+582 (+15%)
Value$298.9K (+$21.4K)
Filed 2026-10-23
LJI Wealth Management, LLC
INCREASED
Shares4,408 from 4,308
Change+100 (+2%)
Value$296.8K (-$13.1K)
Filed 2026-10-28
Blankinship & Foster, LLC
UNCHANGED
Shares4,399 from 4,399
Change0 (0%)
Value$296.2K (-$20.3K)
Filed 2026-10-19
Winthrop Advisory Group LLC
INCREASED
Shares4,392 from 3,544
Change+848 (+24%)
Value$299.9K (+$41.1K)
Filed 2026-10-22
Walkner Condon Financial Advisors LLC
INCREASED
Shares4,383 from 4,329
Change+54 (+1%)
Value$295.2K (-$16.3K)
Filed 2026-11-02
Emprise Bank
UNCHANGED
Shares4,372 from 4,372
Change0 (0%)
Value$294.4K (-$20.2K)
Filed 2026-10-07
Stackstone Wealth, LLC
NEW
Shares4,371
Change+4,371
Value$294.3K
Filed 2026-10-19
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares4,368 from 4,368
Change0 (0%)
Value$294.2K (-$20.1K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED
Shares4,367 from 3,602
Change+765 (+21%)
Value$294.1K (+$34.9K)
Filed 2026-10-26
Guyasuta Investment Advisors Inc
DECREASED
Shares4,357 from 4,457
Change-100 (-2%)
Value$293.4K (-$27.3K)
Filed 2026-10-15
Atlas Wealth Partners, LLC
UNCHANGED
Shares4,349 from 4,349
Change0 (0%)
Value$294.6K (-$20.0K)
Filed 2026-11-03
World Equity Group, Inc.
DECREASED
Shares4,344 from 5,052
Change-708 (-14%)
Value$292.5K (-$71.0K)
Filed 2026-10-14
Wheelhouse Advisory Group LLC
INCREASED
Shares4,323 from 4,119
Change+204 (+5%)
Value$291.1K (-$5.2K)
Filed 2026-10-20
Howland Capital Management LLC
DECREASED
Shares4,322 from 11,305
Change-6,983 (-62%)
Value$295.8K (-$529.6K)
Filed 2026-10-22
Kercheville Advisors, LLC
INCREASED
Shares4,317 from 4,313
Change+4 (+0%)
Value$290.7K (-$19.6K)
Filed 2026-10-19
Accuvest Global Advisors
UNCHANGED
Shares4,316 from 4,316
Change0 (0%)
Value$291.0K (-$20.0K)
Filed 2026-11-04
Waterfront Wealth Inc.
UNCHANGED
Shares4,313 from 4,313
Change0 (0%)
Value$321.8K (+$12.1K)
Filed 2026-11-03
Detalus Advisors, LLC
UNCHANGED
Shares4,306 from 4,306
Change0 (0%)
Value$290.0K (-$19.9K)
Filed 2026-10-15
Asset Advisory Group, Inc.
INCREASED
Shares4,264 from 4,260
Change+4 (+0%)
Value$287.1K (-$19.4K)
Filed 2026-10-20
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares4,258 from 4,226
Change+32 (+1%)
Value$286.8K (-$17.3K)
Filed 2026-10-07
Riversedge Advisors, LLC
NEW
Shares4,252
Change+4,252
Value$286.3K
Filed 2026-10-09
Centurion Wealth Management LLC
DECREASED
Shares4,250 from 4,332
Change-82 (-2%)
Value$286.2K (-$25.5K)
Filed 2026-10-13
Synergy Asset Management, LLC
DECREASED
Shares4,244 from 12,395
Change-8,151 (-66%)
Value$285.8K (-$606.0K)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED
Shares4,244 from 4,133
Change+111 (+3%)
Value$285.8K (-$11.6K)
Filed 2026-10-19
Patten Group, Inc.
DECREASED
Shares4,228 from 4,325
Change-97 (-2%)
Value$284.7K (-$26.5K)
Filed 2026-10-26
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares4,222 from 4,176
Change+46 (+1%)
Value$284.3K (-$16.2K)
Filed 2026-10-14
BXM Wealth LLC
UNCHANGED
Shares4,218 from 4,218
Change0 (0%)
Value$284.0K (-$19.4K)
Filed 2026-11-03
Blackston Financial Advisory Group, LLC
INCREASED
Shares4,210 from 3,040
Change+1,170 (+38%)
Value$283.5K (+$64.8K)
Filed 2026-11-04
Yacktman Asset Management LP
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$282.8K (-$19.4K)
Filed 2026-11-02
Vista Investment Partners II, LLC
INCREASED
Shares4,191 from 4,190
Change+1 (+0%)
Value$282.2K (-$19.3K)
Filed 2026-10-15
Clear Harbor Asset Management, LLC
INCREASED
Shares4,190 from 3,140
Change+1,050 (+33%)
Value$282.2K (+$56.2K)
Filed 2026-11-05
W Advisors, LLC
INCREASED
Shares4,180 from 4,098
Change+82 (+2%)
Value$281.5K (-$13.4K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares4,170 from 3,996
Change+174 (+4%)
Value$280.8K (-$6.7K)
Filed 2026-10-14
Apollon Financial, LLC
INCREASED
Shares4,141 from 4,016
Change+125 (+3%)
Value$278.8K (-$10.1K)
Filed 2026-10-23
Laurel Wealth Advisors LLC
UNCHANGED
Shares4,133 from 4,133
Change0 (0%)
Value$278.3K (-$19.1K)
Filed 2026-10-27
Stockman Wealth Management, Inc.
DECREASED
Shares4,121 from 4,436
Change-315 (-7%)
Value$277.5K (-$41.7K)
Filed 2026-10-27
American Capital Advisory, LLC
INCREASED
Shares4,120 from 4,119
Change+1 (+0%)
Value$277.4K (-$18.9K)
Filed 2026-10-28
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares4,120 from 4,120
Change0 (0%)
Value$277.4K (-$19.0K)
Filed 2026-10-30
Tarbox Family Office, Inc.
INCREASED
Shares4,119 from 4,103
Change+16 (+0%)
Value$277.4K (-$17.9K)
Filed 2026-10-23
Princeton Global Asset Management LLC
UNCHANGED
Shares4,114 from 4,114
Change0 (0%)
Value$277.1K (-$19.0K)
Filed 2026-10-21
Westside Investment Management, Inc.
UNCHANGED
Shares4,106 from 4,106
Change0 (0%)
Value$276.5K (-$18.9K)
Filed 2026-11-02
C2c Wealth Management, LLC
UNCHANGED
Shares4,104 from 4,104
Change0 (0%)
Value$276.4K (-$18.9K)
Filed 2026-10-20
Crew Capital Management, Ltd
UNCHANGED
Shares4,076 from 4,076
Change0 (0%)
Value$274.5K (-$18.8K)
Filed 2026-10-28
Byrne Asset Management LLC
INCREASED
Shares4,044 from 3,984
Change+60 (+2%)
Value$270.7K (-$15.9K)
Filed 2026-10-06
Sweeney & Michel, LLC
DECREASED
Shares4,036 from 4,142
Change-106 (-3%)
Value$276.3K (-$6.8K)
Filed 2026-10-16
Juncture Wealth Strategies, LLC
INCREASED
Shares4,028 from 3,978
Change+50 (+1%)
Value$271.3K (-$15.0K)
Filed 2026-10-06
Biltmore Family Office, LLC
DECREASED
Shares4,028 from 4,039
Change-11 (0%)
Value$275.7K (-$19.1K)
Filed 2026-11-03
Anchyra Partners LLC
INCREASED
Shares4,021 from 3,481
Change+540 (+16%)
Value$270.8K (+$20.3K)
Filed 2026-10-13
Lifestyle Asset Management, Inc.
DECREASED
Shares4,015 from 4,287
Change-272 (-6%)
Value$270.4K (-$38.1K)
Filed 2026-10-20
PFS Partners, LLC
INCREASED
Shares4,004 from 3,317
Change+687 (+21%)
Value$269.6K (+$30.9K)
Filed 2026-10-21
Sima Wealth Partners, LLC
UNCHANGED
Shares3,997 from 3,997
Change0 (0%)
Value$269.2K (-$18.4K)
Filed 2026-10-19
LexAurum Advisors, LLC
INCREASED
Shares3,993 from 2,932
Change+1,061 (+36%)
Value$268.9K (+$57.9K)
Filed 2026-10-19
Regent Peak Wealth Advisors LLC
INCREASED
Shares3,989 from 3,905
Change+84 (+2%)
Value$268.6K (-$12.3K)
Filed 2026-10-13
Rinkey Investments
DECREASED
Shares3,988 from 4,188
Change-200 (-5%)
Value$268.6K (-$32.8K)
Filed 2026-10-28
Vicus Capital
INCREASED
Shares3,962 from 3,690
Change+272 (+7%)
Value$266.8K (+$1.3K)
Filed 2026-11-05
State of Wyoming
INCREASED
Shares3,960 from 3,137
Change+823 (+26%)
Value$266.7K (+$41.0K)
Filed 2026-10-28
Moran Wealth Management, LLC
NEW
Shares3,951
Change+3,951
Value$266.1K
Filed 2026-10-22
First Financial Corp
DECREASED
Shares3,944 from 3,974
Change-30 (-1%)
Value$265.6K (-$20.3K)
Filed 2026-10-13
Adell Harriman & Carpenter Inc
DECREASED
Shares3,918 from 4,918
Change-1,000 (-20%)
Value$263.9K (-$90.0K)
Filed 2026-11-02
Sage Investment Advisers LLC
DECREASED
Shares3,918 from 4,041
Change-123 (-3%)
Value$263.8K (-$26.9K)
Filed 2026-10-21
BKM Wealth Management, LLC
INCREASED
Shares3,910 from 2,910
Change+1,000 (+34%)
Value$263.3K (+$53.9K)
Filed 2026-10-22
Viewpoint Investment Partners Corp
DECREASED
Shares3,900 from 4,900
Change-1,000 (-20%)
Value$271.2K (-$90.5K)
Filed 2026-10-26
Baxter Bros Inc
DECREASED
Shares3,900 from 4,005
Change-105 (-3%)
Value$262.6K (-$25.5K)
Filed 2026-11-04
Leisure Capital Management
DECREASED
Shares3,883 from 19,577
Change-15,694 (-80%)
Value$261.5K (-$1.1M)
Filed 2026-11-03
Hudock, Inc.
INCREASED
Shares3,883 from 3,601
Change+282 (+8%)
Value$261.5K (+$2.4K)
Filed 2026-10-14
Cottonwood Capital Advisors, LLC
INCREASED
Shares3,840 from 3,815
Change+25 (+1%)
Value$258.6K (-$16.0K)
Filed 2026-10-20
Future Financial Wealth Managment LLC
UNCHANGED
Shares3,823 from 3,823
Change0 (0%)
Value$257.4K (-$18.1K)
Filed 2026-10-15
Cypress Point Wealth Management, LLC
DECREASED
Shares3,809 from 3,817
Change-8 (0%)
Value$256.5K (-$18.1K)
Filed 2026-11-03
Uhlmann Price Securities, LLC
INCREASED
Shares3,805 from 3,371
Change+434 (+13%)
Value$256.2K (+$13.7K)
Filed 2026-11-03
Latitude Advisors, LLC
DECREASED
Shares3,798 from 5,590
Change-1,792 (-32%)
Value$255.8K (-$146.4K)
Filed 2026-10-27
Spinnaker Investment Group, LLC
DECREASED
Shares3,789 from 3,875
Change-86 (-2%)
Value$255.2K (-$23.7K)
Filed 2026-10-13
Crumly & Associates Inc.
INCREASED
Shares3,779 from 3,412
Change+367 (+11%)
Value$254.5K (+$9.0K)
Filed 2026-10-07
Revolve Wealth Partners, LLC
INCREASED
Shares3,773 from 3,369
Change+404 (+12%)
Value$254.0K (+$11.7K)
Filed 2026-10-23
M. Kraus & Co
UNCHANGED
Shares3,770 from 3,770
Change0 (0%)
Value$253.9K (-$17.4K)
Filed 2026-10-20
Key FInancial Inc
DECREASED
Shares3,762 from 4,291
Change-529 (-12%)
Value$253.3K (-$55.4K)
Filed 2026-11-02
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares3,757 from 3,745
Change+12 (+0%)
Value$253.0K (-$16.5K)
Filed 2026-10-16
Chilton Capital Management LLC
UNCHANGED
Shares3,753 from 3,753
Change0 (0%)
Value$252.7K (-$17.3K)
Filed 2026-10-28
Trek Financial, LLC
INCREASED
Shares3,741 from 3,501
Change+240 (+7%)
Value$251.9K (+$52)
Filed 2026-10-29
Axiom Investment Management LLC
INCREASED
Shares3,738 from 1,499
Change+2,239 (+149%)
Value$251.7K (+$143.9K)
Filed 2026-11-03
Post Resch Tallon Group Inc.
UNCHANGED
Shares3,729 from 3,729
Change0 (0%)
Value$251.1K (-$17.2K)
Filed 2026-10-09
Chemung Canal Trust Co
UNCHANGED
Shares3,722 from 3,722
Change0 (0%)
Value$250.6K (-$17.2K)
Filed 2026-11-04
Smith Partners Wealth Management, LLC
INCREASED
Shares3,721 from 3,600
Change+121 (+3%)
Value$250.6K (-$8.4K)
Filed 2026-11-05
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares3,708 from 3,401
Change+307 (+9%)
Value$249.7K (+$5.0K)
Filed 2026-11-04
Fortitude Family Office, LLC
INCREASED
Shares3,698 from 3,433
Change+265 (+8%)
Value$249.0K (+$2.0K)
Filed 2026-10-14
Altus Wealth Group LLC
DECREASED
Shares3,696 from 3,762
Change-66 (-2%)
Value$248.9K (-$21.8K)
Filed 2026-10-20
Chesley Taft & Associates LLC
UNCHANGED
Shares3,689 from 3,689
Change0 (0%)
Value$248.4K (-$17.0K)
Filed 2026-10-13
Adirondack Trust Co
UNCHANGED
Shares3,663 from 3,663
Change0 (0%)
Value$246.7K (-$16.9K)
Filed 2026-10-14
Northeast Investment Management
UNCHANGED
Shares3,659 from 3,659
Change0 (0%)
Value$246.4K (-$16.9K)
Filed 2026-10-30
Portfolio Design Labs, LLC
INCREASED
Shares3,638 from 3,565
Change+73 (+2%)
Value$245.0K (-$11.5K)
Filed 2026-11-04
55 North Private Wealth, LLC
INCREASED
Shares3,613 from 2,891
Change+722 (+25%)
Value$243.3K (+$35.3K)
Filed 2026-10-20
Aspire Private Capital, LLC
DECREASED
Shares3,612 from 3,616
Change-4 (0%)
Value$243.3K (-$16.9K)
Filed 2026-11-05
Triangle Securities Wealth Management
UNCHANGED
Shares3,611 from 3,611
Change0 (0%)
Value$243.2K (-$16.6K)
Filed 2026-10-14
AIA Group Ltd
INCREASED
Shares3,607 from 3,409
Change+198 (+6%)
Value$242.9K (-$2.4K)
Filed 2026-10-30
Union Savings Bank
DECREASED
Shares3,602 from 3,636
Change-34 (-1%)
Value$242.6K (-$19.1K)
Filed 2026-10-14
Benin Management Corp
UNCHANGED
Shares3,602 from 3,602
Change0 (0%)
Value$242.5K (-$16.6K)
Filed 2026-10-22
Weaver Consulting Group
DECREASED
Shares3,596 from 3,601
Change-5 (0%)
Value$242.2K (-$16.9K)
Filed 2026-10-07
Sentry LLC
DECREASED
Shares3,595 from 4,119
Change-524 (-13%)
Value$242.1K (-$54.3K)
Filed 2026-10-30
Insight Advisors, LLC/ PA
DECREASED
Shares3,590 from 4,011
Change-421 (-10%)
Value$241.7K (-$46.8K)
Filed 2026-10-22
Kenora Financial, LLC
UNCHANGED
Shares3,590 from 3,590
Change0 (0%)
Value$241.8K (-$16.6K)
Filed 2026-10-20
CapWealth Advisors, LLC
UNCHANGED
Shares3,588 from 3,588
Change0 (0%)
Value$241.6K (-$16.5K)
Filed 2026-10-05
Eagle Bay Advisors LLC
INCREASED
Shares3,587 from 3,413
Change+174 (+5%)
Value$245.2K (-$3.9K)
Filed 2026-10-16
Aries Wealth Management
UNCHANGED
Shares3,570 from 3,570
Change0 (0%)
Value$240.4K (-$16.5K)
Filed 2026-10-23
Smith Asset Management Co., LLC
DECREASED
Shares3,566 from 3,636
Change-70 (-2%)
Value$240.1K (-$21.5K)
Filed 2026-10-16
ARQ Wealth Advisors, LLC
UNCHANGED
Shares3,560 from 3,560
Change0 (0%)
Value$239.7K (-$17.2K)
Filed 2026-10-29
Shum Financial Group, Inc.
DECREASED
Shares3,551 from 3,561
Change-10 (0%)
Value$239.1K (-$17.1K)
Filed 2026-10-13
LeConte Wealth Management, LLC
DECREASED
Shares3,549 from 4,042
Change-493 (-12%)
Value$239.0K (-$51.8K)
Filed 2026-10-20
Kaydan Wealth Management, Inc.
INCREASED
Shares3,545 from 3,342
Change+203 (+6%)
Value$238.7K (-$1.7K)
Filed 2026-10-08
Cooper Financial Group
INCREASED
Shares3,544 from 3,368
Change+176 (+5%)
Value$238.7K (-$3.7K)
Filed 2026-10-07
Heck Capital Advisors, LLC
INCREASED
Shares3,540 from 2,767
Change+773 (+28%)
Value$240.9K (+$39.6K)
Filed 2026-10-14
Tred Avon Family Wealth, LLC
DECREASED
Shares3,537 from 3,651
Change-114 (-3%)
Value$238.2K (-$24.5K)
Filed 2026-10-20
Capital Advantage, Inc.
NEW
Shares3,524
Change+3,524
Value$237.3K
Filed 2026-10-14
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares3,520 from 3,545
Change-25 (-1%)
Value$237.1K (-$18.0K)
Filed 2026-10-13
D.B. Root & Company, LLC
DECREASED
Shares3,510 from 3,617
Change-107 (-3%)
Value$236.4K (-$23.9K)
Filed 2026-11-04
Coquina Private Wealth LLC
INCREASED
Shares3,505 from 3,467
Change+38 (+1%)
Value$236.0K (-$13.5K)
Filed 2026-10-27
FSM Wealth Advisors, LLC
DECREASED
Shares3,504 from 3,545
Change-41 (-1%)
Value$250.2K (-$4.8K)
Filed 2026-10-27
AMG National Trust Bank
DECREASED
Shares3,500 from 4,827
Change-1,327 (-27%)
Value$235.7K (-$111.6K)
Filed 2026-11-05
Atala Financial Inc
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$235.7K (-$16.1K)
Filed 2026-10-22
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$239.6K (-$16.0K)
Filed 2026-10-30
Trust Co of Oklahoma
DECREASED
Shares3,495 from 3,591
Change-96 (-3%)
Value$235.4K (-$23.0K)
Filed 2026-10-15
MW Advisory, LLC
INCREASED
Shares3,488 from 3,042
Change+446 (+15%)
Value$234.9K (+$16.0K)
Filed 2026-10-19
Central Valley Advisors, LLC
DECREASED
Shares3,487 from 42,183
Change-38,696 (-92%)
Value$234.8K (-$2.8M)
Filed 2026-10-27
Jacobsen Capital Management
INCREASED
Shares3,486 from 3,436
Change+50 (+1%)
Value$234.7K (-$12.5K)
Filed 2026-10-27
Summit Wealth Group LLC / Co
INCREASED
Shares3,484 from 3,055
Change+429 (+14%)
Value$234.6K (+$14.8K)
Filed 2026-10-29
Security Financial Services, Inc.
INCREASED
Shares3,463 from 3,338
Change+125 (+4%)
Value$233.2K (-$7.0K)
Filed 2026-10-29
Indiana Trust & Investment Management Co
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$232.3K (-$15.9K)
Filed 2026-10-22
Yoder Wealth Management, Inc.
INCREASED
Shares3,444 from 3,320
Change+124 (+4%)
Value$231.9K (-$7.0K)
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED
Shares3,438 from 3,249
Change+189 (+6%)
Value$231.5K (-$2.2K)
Filed 2026-10-29
Jeppson Wealth Management, LLC
DECREASED
Shares3,434 from 3,670
Change-236 (-6%)
Value$231.2K (-$32.8K)
Filed 2026-10-20
Norris Perne & French LLP
INCREASED
Shares3,433 from 2,833
Change+600 (+21%)
Value$231.2K (+$27.3K)
Filed 2026-10-23
Mezzasalma Advisors, LLC
INCREASED
Shares3,432 from 3,376
Change+56 (+2%)
Value$231.1K (-$11.8K)
Filed 2026-10-14
Spectrum Asset Management, Inc. (NB )
UNCHANGED
Shares3,405 from 3,405
Change0 (0%)
Value$233.1K (-$15.5K)
Filed 2026-10-19
GSG Advisors LLC
INCREASED
Shares3,401 from 3,149
Change+252 (+8%)
Value$229.0K (+$2.5K)
Filed 2026-11-03
Ramiah Investment Group
INCREASED
Shares3,400 from 3,091
Change+309 (+10%)
Value$229.0K (+$6.6K)
Filed 2026-10-20
SevenBridge Financial Group, LLC
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$253.8K (+$21.4K)
Filed 2026-10-26
Altfest L J & Co Inc
INCREASED
Shares3,399 from 3,321
Change+78 (+2%)
Value$228.9K (-$10.1K)
Filed 2026-10-27
Ellerson Group Inc
UNCHANGED
Shares3,395 from 3,395
Change0 (0%)
Value$261.2K (+$16.9K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares3,389 from 2,870
Change+519 (+18%)
Value$228.2K (+$21.7K)
Filed 2026-11-02
Peddock Capital Advisors, LLC
INCREASED
Shares3,381 from 3,377
Change+4 (+0%)
Value$227.6K (-$15.4K)
Filed 2026-10-16
AdviceOne Advisory Services, LLC
INCREASED
Shares3,381 from 3,379
Change+2 (+0%)
Value$227.7K (-$15.5K)
Filed 2026-10-19
PW Nova Financial Services LLC
UNCHANGED
Shares3,374 from 3,374
Change0 (0%)
Value$227.2K (-$15.6K)
Filed 2026-10-15
Baker Boyer National Bank
UNCHANGED
Shares3,373 from 3,373
Change0 (0%)
Value$227.1K (-$15.5K)
Filed 2026-11-05
Markowski Investments
INCREASED
Shares3,358 from 3,301
Change+57 (+2%)
Value$226.1K (-$11.3K)
Filed 2026-10-30
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares3,342 from 3,241
Change+101 (+3%)
Value$225.0K (-$8.1K)
Filed 2026-10-29
Rockport Wealth LLC
INCREASED
Shares3,330 from 2,829
Change+501 (+18%)
Value$224.2K (+$20.7K)
Filed 2026-11-03
Fortem Financial Group, LLC
DECREASED
Shares3,327 from 3,353
Change-26 (-1%)
Value$224.0K (-$17.2K)
Filed 2026-10-20
Garde Capital, Inc.
INCREASED
Shares3,312 from 3,306
Change+6 (+0%)
Value$223.0K (-$14.8K)
Filed 2026-10-29
Strata Wealth Advisors, LLC
INCREASED
Shares3,311 from 3,279
Change+32 (+1%)
Value$223.0K (-$13.0K)
Filed 2026-10-16
Atlatl Advisers LLC
DECREASED
Shares3,309 from 3,392
Change-83 (-2%)
Value$222.8K (-$21.2K)
Filed 2026-10-22
Harbour Trust & Investment Management Co
DECREASED
Shares3,307 from 3,402
Change-95 (-3%)
Value$222.7K (-$22.1K)
Filed 2026-10-28
Stronghold Wealth Management L.L.C.
INCREASED
Shares3,302 from 3,276
Change+26 (+1%)
Value$222.4K (-$13.4K)
Filed 2026-10-16
Torrey Growth & Income Advisors
DECREASED
Shares3,300 from 3,800
Change-500 (-13%)
Value$225.3K (-$50.4K)
Filed 2026-11-04
RDA Financial Network
INCREASED
Shares3,297 from 3,142
Change+155 (+5%)
Value$222.0K (-$4.0K)
Filed 2026-10-15
Keating Investment Counselors Inc
UNCHANGED
Shares3,297 from 3,297
Change0 (0%)
Value$222.0K (-$15.2K)
Filed 2026-10-14
Laurion Capital Management LP
DECREASED
Shares3,293 from 52,376
Change-49,083 (-94%)
Value$221.8K (-$3.5M)
Filed 2026-10-30
Seek First Inc.
INCREASED
Shares3,290 from 2,972
Change+318 (+11%)
Value$221.5K (+$7.7K)
Filed 2026-10-27
DT Investment Partners, LLC
UNCHANGED
Shares3,289 from 3,289
Change0 (0%)
Value$221.5K (-$15.2K)
Filed 2026-10-27
Acima Private Wealth, LLC
DECREASED
Shares3,272 from 3,501
Change-229 (-7%)
Value$220.3K (-$31.6K)
Filed 2026-10-05
Patriot Investment Management Group, Inc.
UNCHANGED
Shares3,256 from 3,256
Change0 (0%)
Value$219.3K (-$15.0K)
Filed 2026-10-15
Advisor Resource Council
DECREASED
Shares3,252 from 3,315
Change-63 (-2%)
Value$220.8K (-$17.5K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$219.0K (-$15.0K)
Filed 2026-10-14
Global Strategic Investment Solutions, LLC
INCREASED
Shares3,243 from 3,162
Change+81 (+3%)
Value$218.4K (-$9.1K)
Filed 2026-10-16
Cerro Pacific Wealth Advisors LLC
NEW
Shares3,242
Change+3,242
Value$218.3K
Filed 2026-10-22
Warwick Investment Management, Inc.
DECREASED
Shares3,240 from 3,449
Change-209 (-6%)
Value$218.2K (-$30.0K)
Filed 2026-10-19
Birinyi Associates Inc
INCREASED
Shares3,223 from 3,218
Change+5 (+0%)
Value$217.0K (-$15.0K)
Filed 2026-10-28
Scott & Selber, Inc.
UNCHANGED
Shares3,203 from 3,203
Change0 (0%)
Value$215.7K (-$14.8K)
Filed 2026-10-21
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares3,201 from 3,186
Change+15 (+0%)
Value$216.0K (-$13.0K)
Filed 2026-11-04
Chickasaw Capital Management LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$215.5K (-$14.5K)
Filed 2026-10-08
Elevatus Welath Management
DECREASED
Shares3,190 from 3,191
Change-1 (0%)
Value$214.8K (-$14.8K)
Filed 2026-10-19
Baring Financial LLC
DECREASED
Shares3,185 from 3,318
Change-133 (-4%)
Value$214.5K (-$24.3K)
Filed 2026-10-07
Quadrant Private Wealth Management, LLC
INCREASED
Shares3,168 from 2,970
Change+198 (+7%)
Value$217.2K (+$257)
Filed 2026-11-04
Legacy Financial Group, Inc.
INCREASED
Shares3,160 from 2,952
Change+208 (+7%)
Value$212.8K (+$396)
Filed 2026-10-21
Kennebec Savings Bank
UNCHANGED
Shares3,155 from 3,155
Change0 (0%)
Value$212.5K (-$14.5K)
Filed 2026-10-22
Adelphi Trust Co
INCREASED
Shares3,149 from 2,868
Change+281 (+10%)
Value$212.1K (+$5.7K)
Filed 2026-10-05
Grant Private Wealth Management Inc
DECREASED
Shares3,142 from 9,744
Change-6,602 (-68%)
Value$211.6K (-$489.5K)
Filed 2026-10-19
Pinkerton Wealth, LLC
DECREASED
Shares3,138 from 3,484
Change-346 (-10%)
Value$211.3K (-$18.6K)
Filed 2026-10-29
Grandview Asset Management LLC
INCREASED
Shares3,129 from 3,086
Change+43 (+1%)
Value$210.7K (-$11.3K)
Filed 2026-10-19
Kelleher Financial Advisors
DECREASED
Shares3,110 from 7,066
Change-3,956 (-56%)
Value$209.4K (-$299.0K)
Filed 2026-10-30
James J. Burns & Company, LLC
INCREASED
Shares3,109 from 3,108
Change+1 (+0%)
Value$209.3K (-$14.3K)
Filed 2026-10-22
Rodgers & Associates, LTD
UNCHANGED
Shares3,105 from 3,105
Change0 (0%)
Value$209.1K (-$14.3K)
Filed 2026-10-20
Vaughan David Investments LLC
INCREASED
Shares3,100 from 3,000
Change+100 (+3%)
Value$209.0K (-$7.0K)
Filed 2026-11-05
WMG Financial Advisors, LLC
UNCHANGED
Shares3,099 from 3,099
Change0 (0%)
Value$223.0K ($0)
Filed 2026-10-28
ADE, LLC
UNCHANGED
Shares3,084 from 3,084
Change0 (0%)
Value$207.7K (-$14.2K)
Filed 2026-10-29
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares3,082
Change+3,082
Value$207.5K
Filed 2026-10-20
Axecap Investments, LLC
UNCHANGED
Shares3,082 from 3,082
Change0 (0%)
Value$207.5K (-$14.2K)
Filed 2026-10-20
TrustBank
INCREASED
Shares3,080 from 2,580
Change+500 (+19%)
Value$207.4K (+$21.8K)
Filed 2026-10-20
Tandem Investment Advisors, Inc.
DECREASED
Shares3,071 from 5,984
Change-2,913 (-49%)
Value$206.8K (-$223.7K)
Filed 2026-11-04
Harfst & Associates, Inc.
NEW
Shares3,064
Change+3,064
Value$206.3K
Filed 2026-10-20
Amplius Wealth Advisors, LLC
NEW
Shares3,062
Change+3,062
Value$206.2K
Filed 2026-10-20
WealthPoint Financial, LLC
NEW
Shares3,061
Change+3,061
Value$206.1K
Filed 2026-11-03
Park Edge Advisors, LLC
INCREASED
Shares3,057 from 2,945
Change+112 (+4%)
Value$205.9K (-$6.0K)
Filed 2026-10-28
Graetz Wealth LLC
INCREASED
Shares3,056 from 2,849
Change+207 (+7%)
Value$205.8K (+$797)
Filed 2026-10-27
RW Investment Management LLC
NEW
Shares3,048
Change+3,048
Value$205.3K
Filed 2026-11-03
Axxion S.A.
UNCHANGED
Shares3,036 from 3,036
Change0 (0%)
Value$204.4K (-$14.0K)
Filed 2026-10-22
Rosenberg Matthew Hamilton
UNCHANGED
Shares3,029 from 3,029
Change0 (0%)
Value$204.0K (-$14.0K)
Filed 2026-10-05
Certior Financial Group, LLC
INCREASED
Shares3,024 from 2,865
Change+159 (+6%)
Value$203.6K (-$2.5K)
Filed 2026-10-19
Quantum Financial Advisors, LLC
INCREASED
Shares3,022 from 2,958
Change+64 (+2%)
Value$203.5K (-$9.3K)
Filed 2026-11-03
Gemmer Asset Management LLC
UNCHANGED
Shares3,022 from 3,022
Change0 (0%)
Value$203.5K (-$13.9K)
Filed 2026-10-16
Phillips Financial Management, LLC
DECREASED
Shares3,021 from 3,198
Change-177 (-6%)
Value$203.4K (-$26.7K)
Filed 2026-10-19
Edge Wealth Management LLC
DECREASED
Shares3,000 from 3,200
Change-200 (-6%)
Value$201.5K (-$28.7K)
Filed 2026-10-13
tru Independence LLC
DECREASED
Shares2,985 from 3,648
Change-663 (-18%)
Value$201.0K (-$61.5K)
Filed 2026-10-20
RTD Financial Advisors, Inc.
NEW
Shares2,981
Change+2,981
Value$200.7K
Filed 2026-10-09
Fairscale Capital, LLC
INCREASED
Shares2,975 from 2,970
Change+5 (+0%)
Value$232.1K (+$15.3K)
Filed 2026-11-04
Investors Research Corp
UNCHANGED
Shares2,975 from 2,975
Change0 (0%)
Value$200.3K (-$13.7K)
Filed 2026-10-07
Fermata Advisors, LLC
NEW
Shares2,972
Change+2,972
Value$200.1K
Filed 2026-10-13
First Command Advisory Services, Inc.
INCREASED
Shares2,938 from 2,216
Change+722 (+33%)
Value$200.7K (+$40.8K)
Filed 2026-11-05
Bank of New Hampshire
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$197.3K (-$13.5K)
Filed 2026-10-06
JFS Wealth Advisors, LLC
INCREASED
Shares2,858 from 2,822
Change+36 (+1%)
Value$192.9K (-$10.4K)
Filed 2026-11-03
Financially Speaking Inc
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$191.9K (+$3.8K)
Filed 2026-11-05
Financial Solutions Advisory Group, Inc.
NEW
Shares2,791
Change+2,791
Value$209.6K
Filed 2026-10-28
Centerpoint Advisors, LLC
INCREASED
Shares2,730 from 2,624
Change+106 (+4%)
Value$184.0K (-$5.0K)
Filed 2026-11-05
Guidance Capital, Inc
NEW
Shares2,723
Change+2,723
Value$210.1K
Filed 2026-11-03
Avion Wealth
INCREASED
Shares2,698 from 2,542
Change+156 (+6%)
Value$181.0K (-$1.0K)
Filed 2026-11-04
SBK Financial, Inc.
UNCHANGED
Shares2,647 from 2,647
Change0 (0%)
Value$178.2K (-$12.2K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares2,616 from 1,870
Change+746 (+40%)
Value$176.2K (+$41.6K)
Filed 2026-10-29
Bullock Wealth Management Group
DECREASED
Shares2,611 from 3,231
Change-620 (-19%)
Value$174.8K (-$56.4K)
Filed 2026-10-09
Hartford Financial Management Inc.
UNCHANGED
Shares2,594 from 2,594
Change0 (0%)
Value$174.7K (-$12.0K)
Filed 2026-10-21
Pathway Financial Advisers, LLC
NEW
Shares2,575
Change+2,575
Value$173.4K
Filed 2026-10-27
S.A. Mason LLC
UNCHANGED
Shares2,526 from 2,526
Change0 (0%)
Value$170.1K (-$11.6K)
Filed 2026-10-13
Thompson Investment Management, Inc.
DECREASED
Shares2,519 from 3,148
Change-629 (-20%)
Value$169.6K (-$56.9K)
Filed 2026-10-14
Summit Securities Group LLC
INCREASED
Shares2,500 from 2,287
Change+213 (+9%)
Value$168.4K (+$3.8K)
Filed 2026-11-05
Hoese & Co LLP
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$168.4K (-$11.5K)
Filed 2026-10-21
Clayton Financial Group LLC
NEW
Shares2,480
Change+2,480
Value$167.0K
Filed 2026-10-13
Pacifica Partners Inc.
UNCHANGED
Shares2,453 from 2,453
Change0 (0%)
Value$164.2K (-$14.1K)
Filed 2026-10-09
Piscataqua Savings Bank
DECREASED
Shares2,433 from 2,962
Change-529 (-18%)
Value$163.8K (-$49.3K)
Filed 2026-10-21
Wilkerson Advisory Group LLC
INCREASED
Shares2,426 from 2,355
Change+71 (+3%)
Value$163.3K (-$6.1K)
Filed 2026-10-20
True Wealth Design, LLC
INCREASED
Shares2,423 from 915
Change+1,508 (+165%)
Value$163.2K (+$97.3K)
Filed 2026-10-13
Pacific Center for Financial Services
UNCHANGED
Shares2,352 from 2,352
Change0 (0%)
Value$158.4K (-$10.8K)
Filed 2026-10-15
GHP Investment Advisors, Inc.
DECREASED
Shares2,338 from 2,366
Change-28 (-1%)
Value$157.4K (-$12.8K)
Filed 2026-10-15
City Holding Co
INCREASED
Shares2,274 from 2,205
Change+69 (+3%)
Value$153.1K (-$5.5K)
Filed 2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED
Shares2,268 from 2,256
Change+12 (+1%)
Value$152.7K (-$9.6K)
Filed 2026-10-14
Rydar Equities, Inc.
NEW
Shares2,265
Change+2,265
Value$157.1K
Filed 2026-10-13
Quaker Wealth Management, LLC
INCREASED
Shares2,188 from 2,059
Change+129 (+6%)
Value$147.3K (-$865)
Filed 2026-10-22
MB, Levis & Associates, LLC
DECREASED
Shares2,177 from 2,237
Change-60 (-3%)
Value$146.6K (-$14.4K)
Filed 2026-10-16
Vestor Capital, LLC
INCREASED
Shares2,156 from 287
Change+1,869 (+651%)
Value$122 (+$38)
Filed 2026-11-04
Community Financial Services Group, LLC
UNCHANGED
Shares2,137 from 2,137
Change0 (0%)
Value$143.1K (-$9.8K)
Filed 2026-10-15
Burkett Financial Services, LLC
DECREASED
Shares2,131 from 2,238
Change-107 (-5%)
Value$143.5K (-$17.5K)
Filed 2026-10-01
Polaris Financial Partners
NEW
Shares2,111
Change+2,111
Value$144
Filed 2026-10-02
Richardson Financial Services Inc.
DECREASED
Shares2,101 from 5,591
Change-3,490 (-62%)
Value$141.5K (-$260.8K)
Filed 2026-10-30
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$141.4K (-$9.7K)
Filed 2026-11-03
Kentucky Trust Co
UNCHANGED
Shares2,096 from 2,096
Change0 (0%)
Value$141.1K (-$9.7K)
Filed 2026-10-15
Costello Asset Management, Inc
INCREASED
Shares2,089 from 2,086
Change+3 (+0%)
Value$140.7K (-$9.4K)
Filed 2026-10-30
Northstar Asset Management Co
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$147.7K (+$1.7K)
Filed 2026-10-22
Y.D. More Investments Ltd
DECREASED
Shares1,953 from 2,616
Change-663 (-25%)
Value$131.5K (-$56.7K)
Filed 2026-11-02
Evolution Wealth Management Inc.
INCREASED
Shares1,927 from 1,551
Change+376 (+24%)
Value$129.8K (+$18.2K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
DECREASED
Shares1,911 from 2,108
Change-197 (-9%)
Value$128.7K (-$23.0K)
Filed 2026-11-05
WPG Advisers, LLC
DECREASED
Shares1,876 from 1,924
Change-48 (-2%)
Value$126.3K (-$12.1K)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,831 from 1,831
Change0 (0%)
Value$123.3K (-$8.4K)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares1,818 from 1,744
Change+74 (+4%)
Value$122.4K (-$3.1K)
Filed 2026-11-04
CrossGen Wealth, LLC
INCREASED
Shares1,816 from 1,800
Change+16 (+1%)
Value$122.3K (-$7.2K)
Filed 2026-10-30
Cranbrook Wealth Management, LLC
INCREASED
Shares1,815 from 1,804
Change+11 (+1%)
Value$122.2K (-$7.6K)
Filed 2026-10-28
Advantage Trust Co
UNCHANGED
Shares1,803 from 1,803
Change0 (0%)
Value$121.4K (-$8.3K)
Filed 2026-10-19
Dorato Capital Management
UNCHANGED
Shares1,797 from 1,797
Change0 (0%)
Value$124.7K (-$4.3K)
Filed 2026-10-08
Bfsg, LLC
INCREASED
Shares1,793 from 1,569
Change+224 (+14%)
Value$120.7K (+$7.9K)
Filed 2026-10-30
First Bancorp, Inc
UNCHANGED
Shares1,791 from 1,791
Change0 (0%)
Value$120.6K (-$8.3K)
Filed 2026-10-26
Reap Financial Group, LLC
INCREASED
Shares1,788 from 1,626
Change+162 (+10%)
Value$120.4K (+$3.4K)
Filed 2026-11-02
Kozak & Associates, Inc.
DECREASED
Shares1,723 from 3,672
Change-1,949 (-53%)
Value$125.8K (-$136.9K)
Filed 2026-10-29
Barrett & Company, Inc.
INCREASED
Shares1,698 from 1,677
Change+21 (+1%)
Value$114.3K (-$6.3K)
Filed 2026-10-22
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares1,696 from 4,534
Change-2,838 (-63%)
Value$114.2K (-$212.0K)
Filed 2026-10-07
Acumen Wealth Advisors, LLC
INCREASED
Shares1,588 from 1,462
Change+126 (+9%)
Value$108.6K (+$1.7K)
Filed 2026-11-05
Lodestone Wealth Management LLC
DECREASED
Shares1,563 from 2,042
Change-479 (-23%)
Value$105.2K (-$41.7K)
Filed 2026-10-14
West Paces Advisors Inc.
INCREASED
Shares1,533 from 796
Change+737 (+93%)
Value$103.2K (+$46.0K)
Filed 2026-10-13
Financial Management Professionals, Inc.
INCREASED
Shares1,491 from 1,457
Change+34 (+2%)
Value$102.0K (-$4.3K)
Filed 2026-10-23
First Community Trust NA
DECREASED
Shares1,450 from 1,500
Change-50 (-3%)
Value$97.6K (-$10.3K)
Filed 2026-10-07
Financial Consulate, Inc
DECREASED
Shares1,362 from 1,516
Change-154 (-10%)
Value$91.8K (-$17.4K)
Filed 2026-10-23
Evermay Wealth Management LLC
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$91.3K (-$6.1K)
Filed 2026-11-05
Curat Global, LLC
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$88.7K (-$6.1K)
Filed 2026-10-26
Granite FO LLC
UNCHANGED
Shares1,302 from 1,302
Change0 (0%)
Value$87.7K (-$6.0K)
Filed 2026-10-14
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$87.5K (-$6.0K)
Filed 2026-11-03
Hickory Point Bank & Trust
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$87.5K (-$6.0K)
Filed 2026-10-01
Bell Investment Advisors, Inc
DECREASED
Shares1,286 from 1,408
Change-122 (-9%)
Value$86.6K (-$14.7K)
Filed 2026-10-29
Birchbrook, Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$84.2K (-$5.8K)
Filed 2026-10-14
IFS Advisors, LLC
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$83.5K (-$5.7K)
Filed 2026-10-14
Canton Hathaway, LLC
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$83.5K (-$5.7K)
Filed 2026-10-23
Elevated Capital Advisors, LLC
DECREASED
Shares1,228 from 5,726
Change-4,498 (-79%)
Value$82.7K (-$329.3K)
Filed 2026-11-04
Wolff Wiese Magana LLC
INCREASED
Shares1,202 from 1,192
Change+10 (+1%)
Value$80.9K (-$4.8K)
Filed 2026-10-15
Owl Creek Wealth Partners LLC
UNCHANGED
Shares1,202 from 1,202
Change0 (0%)
Value$80.9K (-$5.5K)
Filed 2026-10-20
Steph & Co
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$80.8K (-$5.5K)
Filed 2026-10-07
Gen-Wealth Partners Inc
DECREASED
Shares1,199 from 1,292
Change-93 (-7%)
Value$80.7K (-$12.2K)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
DECREASED
Shares1,198 from 1,734
Change-536 (-31%)
Value$80.7K (-$44.1K)
Filed 2026-10-26
First Premier Bank
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$80.0K (-$6.0K)
Filed 2026-10-13
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,158 from 1,158
Change0 (0%)
Value$78.0K (-$5.3K)
Filed 2026-10-20
Lipe & Dalton
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$76.0K (-$5.0K)
Filed 2026-10-15
Asset Dedication, LLC
INCREASED
Shares1,120 from 579
Change+541 (+93%)
Value$75.4K (+$33.8K)
Filed 2026-11-03
Mcdonald Partners LLC
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$75.1K (-$5.1K)
Filed 2026-11-03
Global Trust Asset Management, LLC
DECREASED
Shares1,114 from 1,176
Change-62 (-5%)
Value$75.0K (-$9.6K)
Filed 2026-10-19
Kingdom Financial Group Llc.
INCREASED
Shares1,113 from 228
Change+885 (+388%)
Value$74.9K (+$58.5K)
Filed 2026-11-04
Private Wealth Management Group, LLC
INCREASED
Shares1,111 from 915
Change+196 (+21%)
Value$74.8K (+$9.0K)
Filed 2026-10-19
Tower View Wealth Management LLC
INCREASED
Shares1,101 from 1,085
Change+16 (+1%)
Value$74.1K (-$3.9K)
Filed 2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$73.3K (-$5.0K)
Filed 2026-10-16
CGC Financial Services, LLC
UNCHANGED
Shares1,064 from 1,064
Change0 (0%)
Value$71.7K (-$4.9K)
Filed 2026-10-13
New England Capital Financial Advisors LLC
INCREASED
Shares1,047 from 1,038
Change+9 (+1%)
Value$70.5K (-$4.2K)
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$67.3K (-$4.6K)
Filed 2026-10-28
Catherine Avery Investment Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$67.3K (-$4.6K)
Filed 2026-10-14
Bayban
UNCHANGED
Shares999 from 999
Change0 (0%)
Value$71.9K ($0)
Filed 2026-11-05
Planning Strategies Inc.
UNCHANGED
Shares984 from 984
Change0 (0%)
Value$66.3K (-$4.5K)
Filed 2026-10-02
Activest Wealth Management
INCREASED
Shares960 from 312
Change+648 (+208%)
Value$64.6K (+$42.2K)
Filed 2026-10-15
SJS Investment Consulting Inc.
INCREASED
Shares956 from 32
Change+924 (+2888%)
Value$64.4K (+$62.1K)
Filed 2026-10-26
Investment Research & Advisory Group, Inc.
INCREASED
Shares938 from 925
Change+13 (+1%)
Value$75.0K (-$2.4K)
Filed 2026-10-19
Highline Wealth Partners LLC
INCREASED
Shares899 from 507
Change+392 (+77%)
Value$60.5K (+$24.1K)
Filed 2026-10-19
Elevation Wealth Partners, LLC
INCREASED
Shares853 from 802
Change+51 (+6%)
Value$57.4K (-$262)
Filed 2026-10-07
Bulwark Capital Corp
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$57.0K (-$3.9K)
Filed 2026-10-13
AXS Investments LLC
DECREASED
Shares835 from 1,107
Change-272 (-25%)
Value$56.2K (-$23.4K)
Filed 2026-11-04
Hughes Financial Services, LLC
INCREASED
Shares806 from 600
Change+206 (+34%)
Value$61.9K (+$18.7K)
Filed 2026-10-30
Sawyer & Company, Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$53.9K (-$3.7K)
Filed 2026-10-21
Chapman Financial Group, LLC
UNCHANGED
Shares786 from 786
Change0 (0%)
Value$52.9K (-$3.6K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
INCREASED
Shares771 from 695
Change+76 (+11%)
Value$51.9K (+$1.9K)
Filed 2026-10-20
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$49.9K (-$3.4K)
Filed 2026-10-16
Ulland Investment Advisors, LLC
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$49.0K (-$4.0K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$48.2K (-$3.3K)
Filed 2026-10-23
Miller Global Investments, LLC
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$48.1K (-$3.3K)
Filed 2026-10-02
St. Johns Investment Management Company, LLC
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$46.4K (-$3.2K)
Filed 2026-10-30
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$46.3K (-$3.3K)
Filed 2026-10-01
Cedar Mountain Advisors, LLC
UNCHANGED
Shares687 from 687
Change0 (0%)
Value$46.3K (-$3.2K)
Filed 2026-10-15
Creative Capital Management Investments LLC
INCREASED
Shares654 from 539
Change+115 (+21%)
Value$44.0K (+$5.3K)
Filed 2026-10-28
Proathlete Wealth Management LLC
INCREASED
Shares651 from 500
Change+151 (+30%)
Value$43.9K (+$7.9K)
Filed 2026-10-15
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$43.1K (-$3.0K)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares638
Change+638
Value$43.0K
Filed 2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED
Shares634 from 634
Change0 (0%)
Value$42.7K (-$2.9K)
Filed 2026-10-15
Joseph Group Capital Management
INCREASED
Shares617 from 598
Change+19 (+3%)
Value$41.5K (-$1.5K)
Filed 2026-11-04
Paladin Partners, LLC
INCREASED
Shares598 from 589
Change+9 (+2%)
Value$40.3K (-$2.1K)
Filed 2026-10-06
Louisbourg Investments Inc.
DECREASED
Shares591 from 874
Change-283 (-32%)
Value$39.8K (-$23.1K)
Filed 2026-10-20
Hurley Capital, LLC
INCREASED
Shares577 from 569
Change+8 (+1%)
Value$38.9K (-$2.1K)
Filed 2026-11-05
Fairman Group, LLC
INCREASED
Shares565 from 556
Change+9 (+2%)
Value$38.6K (-$2.0K)
Filed 2026-10-26
Olistico Wealth, LLC
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$36.4K (-$2.5K)
Filed 2026-10-05
West Branch Capital LLC
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$34.1K (-$2.3K)
Filed 2026-10-20
Carota Wealth Management
NEW
Shares505
Change+505
Value$34.0K
Filed 2026-11-03
Cornerstone National Bank & Trust Co
NEW
Shares498
Change+498
Value$33.3K
Filed 2026-10-20
Covestor Ltd
DECREASED
Shares492 from 505
Change-13 (-3%)
Value$33.0K (-$3.0K)
Filed 2026-10-30
Jnba Financial Advisors
INCREASED
Shares464 from 292
Change+172 (+59%)
Value$31.2K (+$10.2K)
Filed 2026-11-03
Newton One Investments LLC
INCREASED
Shares432 from 426
Change+6 (+1%)
Value$29.1K (-$1.5K)
Filed 2026-10-14
Nvwm, LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$28.8K (-$2.0K)
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
NEW
Shares422
Change+422
Value$28.4K
Filed 2026-10-13
Monetary Solutions, Ltd
INCREASED
Shares415 from 413
Change+2 (+0%)
Value$27.9K (-$1.8K)
Filed 2026-10-22
POM Investment Strategies, LLC
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$27.7K (-$1.9K)
Filed 2026-10-20
James T. Borello RIA
DECREASED
Shares406 from 500
Change-94 (-19%)
Value$27.3K (-$8.6K)
Filed 2026-10-16
Accordant Advisory Group Inc
DECREASED
Shares400 from 500
Change-100 (-20%)
Value$26.9K (-$9.0K)
Filed 2026-10-29
Tower Trust & Investment Co
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$26.9K (-$1.8K)
Filed 2026-10-28
Redwood Park Advisors LLC
INCREASED
Shares383 from 377
Change+6 (+2%)
Value$25.8K (-$1.4K)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares375
Change+375
Value$25.3K
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED
Shares370 from 363
Change+7 (+2%)
Value$24.9K (-$1.2K)
Filed 2026-10-27
DecisionPoint Financial, LLC
INCREASED
Shares356 from 11
Change+345 (+3136%)
Value$23.8K (+$23.0K)
Filed 2026-10-27
Peterson Wealth Services
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$23.0K (-$1.6K)
Filed 2026-10-26
Essential Investment Partners LLC
INCREASED
Shares336 from 301
Change+35 (+12%)
Value$22.6K (+$969)
Filed 2026-10-27
Retirement Wealth Solutions LLC
INCREASED
Shares331 from 302
Change+29 (+10%)
Value$22.3K (+$526)
Filed 2026-10-07
High Note Wealth, LLC
INCREASED
Shares329 from 260
Change+69 (+27%)
Value$22.2K (+$3.4K)
Filed 2026-10-27
Fairway Wealth LLC
INCREASED
Shares317 from 15
Change+302 (+2013%)
Value$21.4K (+$20.3K)
Filed 2026-10-30
Next Level Wealth Planning, LLC
NEW
Shares300
Change+300
Value$20.2K
Filed 2026-10-29
Berbice Capital Management LLC
NEW
Shares300
Change+300
Value$20.2K
Filed 2026-10-13
MidAtlantic Capital Management, Inc.
NEW
Shares300
Change+300
Value$20.2K
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$20.2K (-$1.4K)
Filed 2026-10-23
Country Trust Bank
DECREASED
Shares283 from 333
Change-50 (-15%)
Value$19.1K (-$4.9K)
Filed 2026-10-30
IMG Wealth Management, Inc.
INCREASED
Shares278 from 118
Change+160 (+136%)
Value$18.7K (+$10.2K)
Filed 2026-10-27
Montgomery Financial Services LLC
DECREASED
Shares264 from 277
Change-13 (-5%)
Value$17.8K (-$2.2K)
Filed 2026-11-03
Key Capital Management, Inc
DECREASED
Shares263 from 412
Change-149 (-36%)
Value$17.7K (-$11.9K)
Filed 2026-11-03
Align Financial, LLC
INCREASED
Shares261 from 250
Change+11 (+4%)
Value$17.6K (-$412)
Filed 2026-10-16
Three Bridge Wealth Advisors, LLC
NEW
Shares260
Change+260
Value$17.8K
Filed 2026-11-05
Richardson Capital Management LLC
NEW
Shares254
Change+254
Value$17.1K
Filed 2026-10-23
Vaquero Private Wealth, LTD
NEW
Shares251
Change+251
Value$16.9K
Filed 2026-10-27
McCarley & Cook Financial Planners
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$16.8K (-$1.2K)
Filed 2026-10-21
Financial Perspectives, Inc
INCREASED
Shares247 from 243
Change+4 (+2%)
Value$16.6K (-$884)
Filed 2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED
Shares244 from 226
Change+18 (+8%)
Value$16.7K (+$441)
Filed 2026-11-03
Vision Financial Markets LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.5K (-$922)
Filed 2026-10-22
Spurstone Advisory Services, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.4K (-$918)
Filed 2026-11-02
RMG Wealth Management LLC
DECREASED
Shares198 from 228
Change-30 (-13%)
Value$15.0K (+$340)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares193 from 163
Change+30 (+18%)
Value$13.0K (+$1.3K)
Filed 2026-10-26
Sfam, LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$12.5K (-$853)
Filed 2026-11-03
Prudent Man Investment Management, Inc.
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$12.1K (+$1.7K)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED
Shares177 from 4,045
Change-3,868 (-96%)
Value$11.9K (-$279.1K)
Filed 2026-10-29
Reyes Financial Architecture, Inc.
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$11.9K (-$811)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares164 from 1,175
Change-1,011 (-86%)
Value$11.1K (-$73.6K)
Filed 2026-10-14
Clark Wealth Partners
INCREASED
Shares164 from 137
Change+27 (+20%)
Value$11.2K (+$1.2K)
Filed 2026-10-19
Marquette Asset Management, LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$11.0K (-$756)
Filed 2026-10-09
Aspect Partners, LLC
INCREASED
Shares158 from 139
Change+19 (+14%)
Value$10.6K (+$639)
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares151
Change+151
Value$10.2K
Filed 2026-10-19
North Point Portfolio Managers Corp
NEW
Shares150
Change+150
Value$10.2K
Filed 2026-10-07
Nvest Wealth Strategies, Inc.
DECREASED
Shares146 from 162
Change-16 (-10%)
Value$9.8K (-$1.8K)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
INCREASED
Shares145 from 71
Change+74 (+104%)
Value$9.8K (+$4.7K)
Filed 2026-11-04
Kings Path Partners LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$9.7K (-$664)
Filed 2026-10-21
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares140 from 434
Change-294 (-68%)
Value$9.4K (-$21.8K)
Filed 2026-10-30
Morton Brown Family Wealth, LLC
INCREASED
Shares138 from 60
Change+78 (+130%)
Value$9.3K (+$5.0K)
Filed 2026-10-23
Beacon Financial Strategies Corp
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$8.6K (-$590)
Filed 2026-10-14
PayPay Securities Corp
INCREASED
Shares125 from 33
Change+92 (+279%)
Value$8.4K (+$6.0K)
Filed 2026-10-27
Gleason Group, Inc.
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$8.4K (-$572)
Filed 2026-10-15
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.7K (-$461)
Filed 2026-10-08
Hara Capital LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.8K (-$456)
Filed 2026-10-30
Entrust Financial LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$6.7K (-$457)
Filed 2026-11-04
Signature Resources Capital Management, LLC
DECREASED
Shares98 from 144
Change-46 (-32%)
Value$6.6K (-$3.8K)
Filed 2026-10-16
USA Financial Formulas
NEW
Shares95
Change+95
Value$6.4K
Filed 2026-10-16
Downshift Financial, LLC
DECREASED
Shares80 from 100
Change-20 (-20%)
Value$5.4K (-$1.8K)
Filed 2026-10-13
Arlington Trust Co LLC
INCREASED
Shares78 from 28
Change+50 (+179%)
Value$5.3K (+$3.2K)
Filed 2026-10-20
Ninety One UK Ltd
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$4.2K (-$285)
Filed 2026-10-15
Lynch Investment Planning, LLC
NEW
Shares55
Change+55
Value$3.8K
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$3.6K (-$244)
Filed 2026-10-16
Maseco LLP
NEW
Shares52
Change+52
Value$3.5K
Filed 2026-10-27
CKW Financial Group
INCREASED
Shares50 from 17
Change+33 (+194%)
Value$3 (+$2)
Filed 2026-10-29
Burk Holdings LLC
DECREASED
Shares42 from 47
Change-5 (-11%)
Value$2.8K (-$554)
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
NEW
Shares39
Change+39
Value$2.7K
Filed 2026-10-20
RHL Group, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$2.3K (-$158)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
NEW
Shares33
Change+33
Value$2.2K
Filed 2026-10-28
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.2K (-$152)
Filed 2026-10-07
William Mack & Associates, Inc.
NEW
Shares32
Change+32
Value$2.2K
Filed 2026-10-27
Trifecta Capital Advisors, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.2K (-$148)
Filed 2026-10-21
KFG LLC
NEW
Shares30
Change+30
Value$2.0K
Filed 2026-11-02
Noble Wealth Management PBC
INCREASED
Shares21 from 11
Change+10 (+91%)
Value$1.4K (+$623)
Filed 2026-10-01
Sunrise Financial Services, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.2K (-$83)
Filed 2026-10-21
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.2K (-$62)
Filed 2026-10-23
Phillip James Consulting Co.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.1K (-$74)
Filed 2026-11-03
Ashurst Perkins Coie Trust Co
NEW
Shares15
Change+15
Value$1.0K
Filed 2026-10-15
Bare Financial Services, Inc
NEW
Shares8
Change+8
Value$539
Filed 2026-11-04
Breakwater Investment Management
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$539 (-$37)
Filed 2026-10-20
Torren Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$553 (-$30)
Filed 2026-10-29
3 Factor Indexing, LLC
INCREASED
Shares5 from 4
Change+1 (+25%)
Value$337 (+$49)
Filed 2026-10-15
Gilpin Wealth Management, LLC
NEW
Shares3
Change+3
Value$203
Filed 2026-10-09
Glass Jacobson Investment Advisors llc
DECREASED
Shares1 from 81
Change-80 (-99%)
Value$68 (-$5.8K)
Filed 2026-10-26
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$209.9K
Filed 2026-10-29
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 292,800
Change-292,800 (-100%)
Value$0 (-$21.1M)
Filed 2026-11-04
Simplex Trading, LLC
CLOSED
Shares0 from 135,419
Change-135,419 (-100%)
Value$0 (-$9.7M)
Filed 2026-11-04
Calamos Advisors LLC
CLOSED
Shares0 from 58,750
Change-58,750 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-02
Meitav Investment House LTD
CLOSED
Shares0 from 38,158
Change-38,158 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-28
111 Capital
CLOSED
Shares0 from 17,274
Change-17,274 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Blueprint Investment Partners LLC
CLOSED
Shares0 from 10,377
Change-10,377 (-100%)
Value$0 (-$746.7K)
Filed 2026-10-28
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 10,243
Change-10,243 (-100%)
Value$0 (-$737.0K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 9,867
Change-9,867 (-100%)
Value$0 (-$709.9K)
Filed 2026-10-27
Wellington Shields & Co., LLC
CLOSED
Shares0 from 9,607
Change-9,607 (-100%)
Value$0 (-$691.2K)
Filed 2026-11-03
Cynosure Group, LLC
CLOSED
Shares0 from 9,385
Change-9,385 (-100%)
Value$0 (-$675.3K)
Filed 2026-11-03
Axim Planning & Wealth
CLOSED
Shares0 from 9,274
Change-9,274 (-100%)
Value$0 (-$667.3K)
Filed 2026-10-28
Wakefield Asset Management Lllp
CLOSED
Shares0 from 7,888
Change-7,888 (-100%)
Value$0 (-$567.6K)
Filed 2026-11-05
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 7,518
Change-7,518 (-100%)
Value$0 (-$540.9K)
Filed 2026-10-19
Opal Wealth Advisors, LLC
CLOSED
Shares0 from 7,455
Change-7,455 (-100%)
Value$0 (-$536.4K)
Filed 2026-10-16
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 6,755
Change-6,755 (-100%)
Value$0 (-$486.0K)
Filed 2026-10-13
Brick & Kyle, Associates
CLOSED
Shares0 from 5,600
Change-5,600 (-100%)
Value$0 (-$369.5K)
Filed 2026-11-05
TritonPoint Partners, LLC
CLOSED
Shares0 from 5,319
Change-5,319 (-100%)
Value$0 (-$388.3K)
Filed 2026-11-05
OMC Financial Services LTD
CLOSED
Shares0 from 5,145
Change-5,145 (-100%)
Value$0 (-$370.2K)
Filed 2026-10-19
Lane Brothers & Co Inc
CLOSED
Shares0 from 4,522
Change-4,522 (-100%)
Value$0 (-$325.4K)
Filed 2026-11-02
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 4,224
Change-4,224 (-100%)
Value$0 (-$303.9K)
Filed 2026-10-16
Investment House LLC
CLOSED
Shares0 from 4,117
Change-4,117 (-100%)
Value$0 (-$296.2K)
Filed 2026-10-21
Segment Wealth Management, LLC
CLOSED
Shares0 from 4,043
Change-4,043 (-100%)
Value$0 (-$290.9K)
Filed 2026-10-26
Sterling Investment Counsel, LLC
CLOSED
Shares0 from 3,973
Change-3,973 (-100%)
Value$0 (-$285.9K)
Filed 2026-10-19
Shulman DeMeo Asset Management LLC
CLOSED
Shares0 from 3,786
Change-3,786 (-100%)
Value$0 (-$272.4K)
Filed 2026-10-09
Legacy Advisors, LLC
CLOSED
Shares0 from 3,720
Change-3,720 (-100%)
Value$0 (-$271.6K)
Filed 2026-10-19
SS&H Financial Advisors, Inc.
CLOSED
Shares0 from 3,550
Change-3,550 (-100%)
Value$0 (-$255.0K)
Filed 2026-10-28
Atwater Malick LLC
CLOSED
Shares0 from 3,523
Change-3,523 (-100%)
Value$0 (-$253.5K)
Filed 2026-10-15
KFG Wealth Management, LLC
CLOSED
Shares0 from 3,479
Change-3,479 (-100%)
Value$0 (-$250.3K)
Filed 2026-10-16
Spartan Planning & Wealth Management
CLOSED
Shares0 from 3,320
Change-3,320 (-100%)
Value$0 (-$238.9K)
Filed 2026-10-13
Advisory Solutions Group, LLC
CLOSED
Shares0 from 3,259
Change-3,259 (-100%)
Value$0 (-$234.5K)
Filed 2026-10-14
Douglas Lane & Associates, LLC
CLOSED
Shares0 from 3,176
Change-3,176 (-100%)
Value$0 (-$228.5K)
Filed 2026-10-09
MinichMacGregor Wealth Management, LLC
CLOSED
Shares0 from 3,135
Change-3,135 (-100%)
Value$0 (-$225.6K)
Filed 2026-10-14
Bayforest Capital Ltd
CLOSED
Shares0 from 3,120
Change-3,120 (-100%)
Value$0 (-$224.5K)
Filed 2026-11-03
Sigma Investment Counselors Inc
CLOSED
Shares0 from 3,119
Change-3,119 (-100%)
Value$0 (-$224.4K)
Filed 2026-10-27
Wespac Advisors, LLC
CLOSED
Shares0 from 3,113
Change-3,113 (-100%)
Value$0 (-$224.0K)
Filed 2026-10-26
First Citizens Financial Corp
CLOSED
Shares0 from 3,042
Change-3,042 (-100%)
Value$0 (-$218.9K)
Filed 2026-10-02
Vilga Financial Planning LLC
CLOSED
Shares0 from 3,011
Change-3,011 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-09
Braun-Bostich & Associates Inc.
CLOSED
Shares0 from 2,969
Change-2,969 (-100%)
Value$0 (-$213.6K)
Filed 2026-10-20
Opinicus Capital, Inc.
CLOSED
Shares0 from 2,960
Change-2,960 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-28
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 2,951
Change-2,951 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-28
Insight Wealth Partners, LLC
CLOSED
Shares0 from 2,947
Change-2,947 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-26
Oak Asset Management, LLC
CLOSED
Shares0 from 2,935
Change-2,935 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-13
Saratoga Research & Investment Management
CLOSED
Shares0 from 2,920
Change-2,920 (-100%)
Value$0 (-$210.1K)
Filed 2026-10-16
Dutch Asset Corp
CLOSED
Shares0 from 2,919
Change-2,919 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-20
Sunpointe, LLC
CLOSED
Shares0 from 2,913
Change-2,913 (-100%)
Value$0 (-$209.6K)
Filed 2026-10-22
Murphy, Middleton, Hinkle & Parker, Inc.
CLOSED
Shares0 from 2,912
Change-2,912 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-15
Slocum, Gordon & Co LLP
CLOSED
Shares0 from 2,900
Change-2,900 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-19
Cambridge Advisors Inc.
CLOSED
Shares0 from 2,892
Change-2,892 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-19
Crescent Grove Advisors, LLC
CLOSED
Shares0 from 2,825
Change-2,825 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-21
Sunbeam Capital Management, LLC
CLOSED
Shares0 from 2,823
Change-2,823 (-100%)
Value$0 (-$203.1K)
Filed 2026-11-05
River Street Advisors LLC
CLOSED
Shares0 from 2,818
Change-2,818 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-22
Fortress Financial Group, LLC
CLOSED
Shares0 from 2,814
Change-2,814 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-21
Allied Investment Advisors, LLC
CLOSED
Shares0 from 2,800
Change-2,800 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-13
CPC Advisors, LLC
CLOSED
Shares0 from 2,795
Change-2,795 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-21
Jacksonville Wealth Management, LLC
CLOSED
Shares0 from 2,792
Change-2,792 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-30
Veratis Advisors, Inc.
CLOSED
Shares0 from 2,791
Change-2,791 (-100%)
Value$0 (-$200.8K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 2,640
Change-2,640 (-100%)
Value$0 (-$190.5K)
Filed 2026-10-16
Zega Investments, LLC
CLOSED
Shares0 from 1,721
Change-1,721 (-100%)
Value$0 (-$123.8K)
Filed 2026-11-04
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$72.0K)
Filed 2026-10-13
Islay Capital Management, LLC
CLOSED
Shares0 from 842
Change-842 (-100%)
Value$0 (-$60.6K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 730
Change-730 (-100%)
Value$0 (-$52.5K)
Filed 2026-10-15
Valley Wealth Managers, Inc.
CLOSED
Shares0 from 718
Change-718 (-100%)
Value$0 (-$51.7K)
Filed 2026-10-09
Stone House Investment Management, LLC
CLOSED
Shares0 from 523
Change-523 (-100%)
Value$0 (-$37.6K)
Filed 2026-10-23
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 474
Change-474 (-100%)
Value$0 (-$34.0K)
Filed 2026-11-05
William B. Walkup & Associates, Inc.
CLOSED
Shares0 from 447
Change-447 (-100%)
Value$0 (-$32.2K)
Filed 2026-11-05
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 415
Change-415 (-100%)
Value$0 (-$29.9K)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 374
Change-374 (-100%)
Value$0 (-$26.9K)
Filed 2026-11-04
Founders Capital Management
CLOSED
Shares0 from 306
Change-306 (-100%)
Value$0 (-$22.0K)
Filed 2026-10-13
FNY Investment Advisers, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$21)
Filed 2026-10-16
Whipplewood Advisors, LLC
CLOSED
Shares0 from 221
Change-221 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-20
Obsidian CIO, LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$11.5K)
Filed 2026-11-05
First Pacific Financial
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-14
United Financial Planning Group LLC
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$9.2K)
Filed 2026-11-04
Robinswood Financial LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-20
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-16
Navigoe, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 ($0)
Filed 2026-11-04
Mascoma Wealth Management LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$504)
Filed 2026-10-23
Decker Retirement Planning Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$288)
Filed 2026-10-19
BlackRock, Inc.
N/A
Shares— from 126,073,166
Change-126,073,166 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 109,032,952
Change-109,032,952 (-100%)
Value—
State Street Corp
N/A
Shares— from 70,192,620
Change-70,192,620 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 59,122,097
Change-59,122,097 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 58,653,624
Change-58,653,624 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 47,721,870
Change-47,721,870 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 33,719,478
Change-33,719,478 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 25,111,622
Change-25,111,622 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 22,702,935
Change-22,702,935 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 22,047,402
Change-22,047,402 (-100%)
Value—
Capital World Investors
N/A
Shares— from 18,480,673
Change-18,480,673 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 15,604,968
Change-15,604,968 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 15,351,862
Change-15,351,862 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 13,862,242
Change-13,862,242 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12,207,565
Change-12,207,565 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 11,724,425
Change-11,724,425 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 9,376,660
Change-9,376,660 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,870,398
Change-8,870,398 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 8,778,401
Change-8,778,401 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 7,082,195
Change-7,082,195 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 6,515,621
Change-6,515,621 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 6,379,718
Change-6,379,718 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 6,360,931
Change-6,360,931 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,336,137
Change-6,336,137 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,166,946
Change-6,166,946 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,134,502
Change-6,134,502 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,077,187
Change-6,077,187 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,010,922
Change-6,010,922 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,940,353
Change-5,940,353 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,697,294
Change-5,697,294 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 5,164,495
Change-5,164,495 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 5,006,159
Change-5,006,159 (-100%)
Value—
National Pension Service
N/A
Shares— from 4,998,800
Change-4,998,800 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 4,860,917
Change-4,860,917 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 4,838,426
Change-4,838,426 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,831,984
Change-4,831,984 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 4,713,900
Change-4,713,900 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 4,577,251
Change-4,577,251 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 4,106,343
Change-4,106,343 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,044,198
Change-4,044,198 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,829,147
Change-3,829,147 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,687,808
Change-3,687,808 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,672,390
Change-3,672,390 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 3,638,830
Change-3,638,830 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,613,408
Change-3,613,408 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 3,464,036
Change-3,464,036 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 3,439,101
Change-3,439,101 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,995,830
Change-2,995,830 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,632,492
Change-2,632,492 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,471,349
Change-2,471,349 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 2,311,947
Change-2,311,947 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,267,459
Change-2,267,459 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,193,890
Change-2,193,890 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,187,157
Change-2,187,157 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 2,133,222
Change-2,133,222 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 2,065,311
Change-2,065,311 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,958,820
Change-1,958,820 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,944,800
Change-1,944,800 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,890,884
Change-1,890,884 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,807,468
Change-1,807,468 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,781,400
Change-1,781,400 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,752,590
Change-1,752,590 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 1,727,216
Change-1,727,216 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,705,157
Change-1,705,157 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,586,265
Change-1,586,265 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,562,508
Change-1,562,508 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,556,419
Change-1,556,419 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,488,332
Change-1,488,332 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,444,688
Change-1,444,688 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,405,083
Change-1,405,083 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,396,779
Change-1,396,779 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,379,243
Change-1,379,243 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 1,355,164
Change-1,355,164 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,282,879
Change-1,282,879 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 1,264,600
Change-1,264,600 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,262,056
Change-1,262,056 (-100%)
Value—
Amundi
N/A
Shares— from 1,252,381
Change-1,252,381 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,220,763
Change-1,220,763 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,192,953
Change-1,192,953 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,164,691
Change-1,164,691 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,121,424
Change-1,121,424 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,107,002
Change-1,107,002 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 1,033,865
Change-1,033,865 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,021,580
Change-1,021,580 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 940,688
Change-940,688 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 902,115
Change-902,115 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 900,000
Change-900,000 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 891,813
Change-891,813 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 891,762
Change-891,762 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 882,113
Change-882,113 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 879,211
Change-879,211 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 862,935
Change-862,935 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 862,809
Change-862,809 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 836,806
Change-836,806 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 835,928
Change-835,928 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 835,151
Change-835,151 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 833,067
Change-833,067 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 832,838
Change-832,838 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 826,577
Change-826,577 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 815,413
Change-815,413 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 805,557
Change-805,557 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 804,148
Change-804,148 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 783,686
Change-783,686 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 754,379
Change-754,379 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 749,469
Change-749,469 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 743,560
Change-743,560 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 742,971
Change-742,971 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 741,800
Change-741,800 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 740,021
Change-740,021 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 732,132
Change-732,132 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 723,122
Change-723,122 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 702,033
Change-702,033 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 690,207
Change-690,207 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 687,185
Change-687,185 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 686,582
Change-686,582 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 672,375
Change-672,375 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 656,331
Change-656,331 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 637,639
Change-637,639 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 615,521
Change-615,521 (-100%)
Value—
Commerce Bank
N/A
Shares— from 614,088
Change-614,088 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 612,616
Change-612,616 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 607,927
Change-607,927 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 582,166
Change-582,166 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 579,228
Change-579,228 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 564,821
Change-564,821 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 551,837
Change-551,837 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 543,941
Change-543,941 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 534,998
Change-534,998 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 523,165
Change-523,165 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 513,248
Change-513,248 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 494,560
Change-494,560 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 483,466
Change-483,466 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 478,439
Change-478,439 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 472,153
Change-472,153 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 462,014
Change-462,014 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 456,035
Change-456,035 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 447,792
Change-447,792 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 437,462
Change-437,462 (-100%)
Value—
Natixis
N/A
Shares— from 429,880
Change-429,880 (-100%)
Value—
Man Group plc
N/A
Shares— from 428,918
Change-428,918 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 428,401
Change-428,401 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 411,470
Change-411,470 (-100%)
Value—
Distillate Capital Partners LLC
N/A
Shares— from 402,218
Change-402,218 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 401,497
Change-401,497 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 393,180
Change-393,180 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 382,058
Change-382,058 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 372,191
Change-372,191 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 371,057
Change-371,057 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 364,557
Change-364,557 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 359,909
Change-359,909 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 348,320
Change-348,320 (-100%)
Value—
&partners
N/A
Shares— from 342,927
Change-342,927 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 337,918
Change-337,918 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 329,061
Change-329,061 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 324,222
Change-324,222 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 313,833
Change-313,833 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 304,322
Change-304,322 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 297,700
Change-297,700 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 273,714
Change-273,714 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 272,884
Change-272,884 (-100%)
Value—
Stephens Inc
N/A
Shares— from 270,633
Change-270,633 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 270,461
Change-270,461 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 266,421
Change-266,421 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 265,735
Change-265,735 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 261,000
Change-261,000 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 259,099
Change-259,099 (-100%)
Value—
Blair William & Co
N/A
Shares— from 255,406
Change-255,406 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 253,780
Change-253,780 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 250,858
Change-250,858 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 250,403
Change-250,403 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 247,822
Change-247,822 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 242,681
Change-242,681 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 238,688
Change-238,688 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 237,861
Change-237,861 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 227,264
Change-227,264 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 223,488
Change-223,488 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 220,905
Change-220,905 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 217,623
Change-217,623 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 215,438
Change-215,438 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 212,638
Change-212,638 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 209,234
Change-209,234 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 208,444
Change-208,444 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 207,534
Change-207,534 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 206,207
Change-206,207 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 203,338
Change-203,338 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 201,246
Change-201,246 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 196,793
Change-196,793 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 196,481
Change-196,481 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 196,042
Change-196,042 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 195,235
Change-195,235 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 192,835
Change-192,835 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 188,067
Change-188,067 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 186,313
Change-186,313 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 182,391
Change-182,391 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 177,491
Change-177,491 (-100%)
Value—
Empire Life Investments Inc.
N/A
Shares— from 177,007
Change-177,007 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 175,723
Change-175,723 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 174,347
Change-174,347 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 174,185
Change-174,185 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 169,838
Change-169,838 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 166,452
Change-166,452 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 166,233
Change-166,233 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 166,026
Change-166,026 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 165,290
Change-165,290 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 163,015
Change-163,015 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 161,691
Change-161,691 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 158,957
Change-158,957 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 158,934
Change-158,934 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 155,321
Change-155,321 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 154,410
Change-154,410 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 154,054
Change-154,054 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 150,159
Change-150,159 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 149,547
Change-149,547 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 149,163
Change-149,163 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 148,603
Change-148,603 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 148,428
Change-148,428 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 148,100
Change-148,100 (-100%)
Value—
Allstate Corp
N/A
Shares— from 148,088
Change-148,088 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 147,927
Change-147,927 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 146,676
Change-146,676 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 145,362
Change-145,362 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 144,758
Change-144,758 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 144,702
Change-144,702 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 143,634
Change-143,634 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 137,847
Change-137,847 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 137,401
Change-137,401 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 136,333
Change-136,333 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 135,878
Change-135,878 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 135,160
Change-135,160 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 135,087
Change-135,087 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 134,120
Change-134,120 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 131,812
Change-131,812 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 130,733
Change-130,733 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 126,098
Change-126,098 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 123,433
Change-123,433 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 122,500
Change-122,500 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 121,392
Change-121,392 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 118,733
Change-118,733 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 117,440
Change-117,440 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 114,028
Change-114,028 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 113,040
Change-113,040 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 111,031
Change-111,031 (-100%)
Value—
Calydon Capital
N/A
Shares— from 110,931
Change-110,931 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 110,288
Change-110,288 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 109,549
Change-109,549 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 109,475
Change-109,475 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 109,374
Change-109,374 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 109,229
Change-109,229 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 108,821
Change-108,821 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 106,589
Change-106,589 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 106,550
Change-106,550 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 106,495
Change-106,495 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 105,807
Change-105,807 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 104,863
Change-104,863 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 104,401
Change-104,401 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 98,239
Change-98,239 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 98,122
Change-98,122 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 97,867
Change-97,867 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 97,812
Change-97,812 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 96,246
Change-96,246 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 95,513
Change-95,513 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 93,412
Change-93,412 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 92,333
Change-92,333 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 91,398
Change-91,398 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 90,473
Change-90,473 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 89,599
Change-89,599 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 89,544
Change-89,544 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 89,537
Change-89,537 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 89,463
Change-89,463 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 89,212
Change-89,212 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 87,728
Change-87,728 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 87,550
Change-87,550 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 87,133
Change-87,133 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 87,116
Change-87,116 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 87,026
Change-87,026 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 86,397
Change-86,397 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 86,360
Change-86,360 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 86,315
Change-86,315 (-100%)
Value—
Park Circle Co
N/A
Shares— from 86,050
Change-86,050 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 85,566
Change-85,566 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 83,696
Change-83,696 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 83,585
Change-83,585 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 81,530
Change-81,530 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 81,232
Change-81,232 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 79,509
Change-79,509 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 79,392
Change-79,392 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 79,339
Change-79,339 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 78,147
Change-78,147 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 77,424
Change-77,424 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 77,348
Change-77,348 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 76,585
Change-76,585 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 76,309
Change-76,309 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 76,000
Change-76,000 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 75,482
Change-75,482 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 75,186
Change-75,186 (-100%)
Value—
Arrow Capital Pty Ltd
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
EFG International AG
N/A
Shares— from 74,832
Change-74,832 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 74,104
Change-74,104 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 73,508
Change-73,508 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 73,323
Change-73,323 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 73,176
Change-73,176 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 73,101
Change-73,101 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 71,006
Change-71,006 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 68,995
Change-68,995 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 68,322
Change-68,322 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 68,094
Change-68,094 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 66,684
Change-66,684 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 66,501
Change-66,501 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 65,360
Change-65,360 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 65,314
Change-65,314 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 65,235
Change-65,235 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 64,261
Change-64,261 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 63,548
Change-63,548 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 63,435
Change-63,435 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 63,407
Change-63,407 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 62,988
Change-62,988 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 62,858
Change-62,858 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 62,805
Change-62,805 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 60,861
Change-60,861 (-100%)
Value—
Aviva PLC
N/A
Shares— from 60,663
Change-60,663 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 60,208
Change-60,208 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 60,008
Change-60,008 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 59,746
Change-59,746 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 59,696
Change-59,696 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 58,116
Change-58,116 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 58,112
Change-58,112 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 57,888
Change-57,888 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 57,568
Change-57,568 (-100%)
Value—
Ossiam
N/A
Shares— from 57,167
Change-57,167 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 56,105
Change-56,105 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 55,330
Change-55,330 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 55,173
Change-55,173 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 54,743
Change-54,743 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 54,300
Change-54,300 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 53,829
Change-53,829 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 53,764
Change-53,764 (-100%)
Value—
Simmons Bank
N/A
Shares— from 53,080
Change-53,080 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 52,995
Change-52,995 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 52,972
Change-52,972 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 52,293
Change-52,293 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 51,951
Change-51,951 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 50,558
Change-50,558 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 50,295
Change-50,295 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 50,201
Change-50,201 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 48,613
Change-48,613 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 48,361
Change-48,361 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 48,221
Change-48,221 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 48,052
Change-48,052 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 47,845
Change-47,845 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 47,507
Change-47,507 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 46,483
Change-46,483 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 46,004
Change-46,004 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 44,846
Change-44,846 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 44,375
Change-44,375 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 44,194
Change-44,194 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 44,004
Change-44,004 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 43,487
Change-43,487 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 43,485
Change-43,485 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 43,340
Change-43,340 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 42,950
Change-42,950 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 42,836
Change-42,836 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 42,763
Change-42,763 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 42,088
Change-42,088 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 41,732
Change-41,732 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 41,476
Change-41,476 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 40,808
Change-40,808 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 40,785
Change-40,785 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 40,505
Change-40,505 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 40,461
Change-40,461 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 39,966
Change-39,966 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 39,682
Change-39,682 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 38,957
Change-38,957 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 38,726
Change-38,726 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 38,394
Change-38,394 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 37,863
Change-37,863 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 37,712
Change-37,712 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 36,820
Change-36,820 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 36,769
Change-36,769 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 36,640
Change-36,640 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 36,121
Change-36,121 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 36,100
Change-36,100 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 35,946
Change-35,946 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 35,907
Change-35,907 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 34,702
Change-34,702 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 34,519
Change-34,519 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 34,492
Change-34,492 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 34,472
Change-34,472 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 34,468
Change-34,468 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 34,074
Change-34,074 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 33,896
Change-33,896 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 33,631
Change-33,631 (-100%)
Value—
Prudential PLC
N/A
Shares— from 33,416
Change-33,416 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 33,406
Change-33,406 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 33,255
Change-33,255 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 33,222
Change-33,222 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 32,665
Change-32,665 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 32,566
Change-32,566 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 32,548
Change-32,548 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 32,082
Change-32,082 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 31,504
Change-31,504 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 31,436
Change-31,436 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 31,267
Change-31,267 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 30,814
Change-30,814 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 30,452
Change-30,452 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 30,208
Change-30,208 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 30,008
Change-30,008 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 29,509
Change-29,509 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 29,330
Change-29,330 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 29,313
Change-29,313 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 29,091
Change-29,091 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 29,061
Change-29,061 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 28,942
Change-28,942 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 28,505
Change-28,505 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 28,313
Change-28,313 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 28,273
Change-28,273 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 28,254
Change-28,254 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 28,195
Change-28,195 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 27,889
Change-27,889 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 27,804
Change-27,804 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 27,636
Change-27,636 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 27,626
Change-27,626 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 27,499
Change-27,499 (-100%)
Value—
FIL Ltd
N/A
Shares— from 27,298
Change-27,298 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 26,879
Change-26,879 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 26,858
Change-26,858 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 26,610
Change-26,610 (-100%)
Value—
Allianz SE
N/A
Shares— from 26,305
Change-26,305 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 26,184
Change-26,184 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 25,971
Change-25,971 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 25,447
Change-25,447 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 25,446
Change-25,446 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 25,253
Change-25,253 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 25,062
Change-25,062 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 24,300
Change-24,300 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 24,207
Change-24,207 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 24,134
Change-24,134 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 24,089
Change-24,089 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 23,930
Change-23,930 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 23,753
Change-23,753 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 23,587
Change-23,587 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 23,585
Change-23,585 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 23,546
Change-23,546 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 23,479
Change-23,479 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 23,424
Change-23,424 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 23,115
Change-23,115 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 22,900
Change-22,900 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 22,355
Change-22,355 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 22,338
Change-22,338 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 22,166
Change-22,166 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 22,084
Change-22,084 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 21,895
Change-21,895 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 21,667
Change-21,667 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 21,561
Change-21,561 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 21,476
Change-21,476 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 21,357
Change-21,357 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 21,291
Change-21,291 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 21,233
Change-21,233 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 21,032
Change-21,032 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 20,972
Change-20,972 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 20,964
Change-20,964 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 20,906
Change-20,906 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 20,851
Change-20,851 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 20,844
Change-20,844 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 20,843
Change-20,843 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 20,808
Change-20,808 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 20,601
Change-20,601 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 20,586
Change-20,586 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 20,568
Change-20,568 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 20,537
Change-20,537 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 20,504
Change-20,504 (-100%)
Value—
Dodge & COX
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 20,484
Change-20,484 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 20,459
Change-20,459 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 20,358
Change-20,358 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 20,268
Change-20,268 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 20,259
Change-20,259 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 20,227
Change-20,227 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 20,215
Change-20,215 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 20,201
Change-20,201 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 20,117
Change-20,117 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 19,986
Change-19,986 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 19,896
Change-19,896 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 19,891
Change-19,891 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 19,743
Change-19,743 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 19,695
Change-19,695 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 19,557
Change-19,557 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 19,534
Change-19,534 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 19,416
Change-19,416 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 19,140
Change-19,140 (-100%)
Value—
Mork Capital Management, LLC
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 18,765
Change-18,765 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 18,763
Change-18,763 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 18,677
Change-18,677 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 18,642
Change-18,642 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 18,396
Change-18,396 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 18,317
Change-18,317 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 18,233
Change-18,233 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 18,213
Change-18,213 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 18,193
Change-18,193 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 18,100
Change-18,100 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 18,048
Change-18,048 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 17,827
Change-17,827 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 17,786
Change-17,786 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 17,780
Change-17,780 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 17,486
Change-17,486 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 17,371
Change-17,371 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 17,175
Change-17,175 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 17,112
Change-17,112 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 16,827
Change-16,827 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 16,800
Change-16,800 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 16,674
Change-16,674 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 16,674
Change-16,674 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 16,656
Change-16,656 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 16,414
Change-16,414 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 16,404
Change-16,404 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 16,215
Change-16,215 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 16,124
Change-16,124 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 16,119
Change-16,119 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 16,038
Change-16,038 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 16,037
Change-16,037 (-100%)
Value—
Element Capital Management LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 15,824
Change-15,824 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 15,789
Change-15,789 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 15,657
Change-15,657 (-100%)
Value—
Boston Partners
N/A
Shares— from 15,596
Change-15,596 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 15,363
Change-15,363 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 15,310
Change-15,310 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 15,156
Change-15,156 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 15,154
Change-15,154 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 15,130
Change-15,130 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 15,084
Change-15,084 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 15,054
Change-15,054 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 15,041
Change-15,041 (-100%)
Value—
Myda Advisors LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 14,392
Change-14,392 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 14,338
Change-14,338 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 14,264
Change-14,264 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 14,243
Change-14,243 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 14,221
Change-14,221 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 14,215
Change-14,215 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 14,168
Change-14,168 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 14,159
Change-14,159 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 14,095
Change-14,095 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 13,992
Change-13,992 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 13,900
Change-13,900 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 13,851
Change-13,851 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 13,760
Change-13,760 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 13,695
Change-13,695 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 13,548
Change-13,548 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 13,546
Change-13,546 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 13,374
Change-13,374 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 13,331
Change-13,331 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 13,315
Change-13,315 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 13,308
Change-13,308 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 13,260
Change-13,260 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 13,250
Change-13,250 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 13,237
Change-13,237 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 13,215
Change-13,215 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 13,149
Change-13,149 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 13,140
Change-13,140 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 13,108
Change-13,108 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 13,044
Change-13,044 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 12,876
Change-12,876 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 12,866
Change-12,866 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 12,766
Change-12,766 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 12,723
Change-12,723 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 12,689
Change-12,689 (-100%)
Value—
Nwam LLC
N/A
Shares— from 12,675
Change-12,675 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 12,667
Change-12,667 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 12,629
Change-12,629 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 12,619
Change-12,619 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 12,491
Change-12,491 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 12,422
Change-12,422 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 12,338
Change-12,338 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 12,251
Change-12,251 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 12,202
Change-12,202 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 12,178
Change-12,178 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 12,164
Change-12,164 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 12,042
Change-12,042 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 11,972
Change-11,972 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 11,919
Change-11,919 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 11,907
Change-11,907 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 11,901
Change-11,901 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 11,815
Change-11,815 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 11,789
Change-11,789 (-100%)
Value—
Rogco, LP
N/A
Shares— from 11,788
Change-11,788 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 11,774
Change-11,774 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 11,721
Change-11,721 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 11,684
Change-11,684 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 11,684
Change-11,684 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 11,617
Change-11,617 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 11,614
Change-11,614 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 11,568
Change-11,568 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 11,527
Change-11,527 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 11,506
Change-11,506 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 11,502
Change-11,502 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 11,388
Change-11,388 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 11,351
Change-11,351 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 11,318
Change-11,318 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 11,276
Change-11,276 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 11,185
Change-11,185 (-100%)
Value—
United Bank
N/A
Shares— from 11,141
Change-11,141 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 11,085
Change-11,085 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 11,057
Change-11,057 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 11,033
Change-11,033 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 11,029
Change-11,029 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 10,983
Change-10,983 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 10,914
Change-10,914 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 10,904
Change-10,904 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 10,792
Change-10,792 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 10,770
Change-10,770 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 10,740
Change-10,740 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 10,586
Change-10,586 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 10,571
Change-10,571 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 10,494
Change-10,494 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 10,386
Change-10,386 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 10,341
Change-10,341 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 10,327
Change-10,327 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 10,319
Change-10,319 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 10,292
Change-10,292 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 10,278
Change-10,278 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 10,274
Change-10,274 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 10,263
Change-10,263 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 10,260
Change-10,260 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 10,223
Change-10,223 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 10,203
Change-10,203 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 10,197
Change-10,197 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 10,142
Change-10,142 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 10,086
Change-10,086 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 10,017
Change-10,017 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 9,996
Change-9,996 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 9,969
Change-9,969 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 9,895
Change-9,895 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 9,863
Change-9,863 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 9,863
Change-9,863 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 9,831
Change-9,831 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 9,794
Change-9,794 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 9,790
Change-9,790 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 9,703
Change-9,703 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 9,663
Change-9,663 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 9,552
Change-9,552 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 9,521
Change-9,521 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 9,444
Change-9,444 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 9,428
Change-9,428 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 9,411
Change-9,411 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 9,308
Change-9,308 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 9,290
Change-9,290 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 9,233
Change-9,233 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 9,228
Change-9,228 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 9,188
Change-9,188 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 9,162
Change-9,162 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 9,129
Change-9,129 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 9,110
Change-9,110 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 9,078
Change-9,078 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 9,050
Change-9,050 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 9,024
Change-9,024 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 9,020
Change-9,020 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 9,006
Change-9,006 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 8,959
Change-8,959 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 8,892
Change-8,892 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 8,888
Change-8,888 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 8,832
Change-8,832 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,805
Change-8,805 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,744
Change-8,744 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 8,728
Change-8,728 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 8,628
Change-8,628 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 8,627
Change-8,627 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 8,621
Change-8,621 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 8,616
Change-8,616 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 8,595
Change-8,595 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 8,594
Change-8,594 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 8,562
Change-8,562 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 8,518
Change-8,518 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 8,456
Change-8,456 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 8,326
Change-8,326 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 8,310
Change-8,310 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 8,289
Change-8,289 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 8,233
Change-8,233 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 8,225
Change-8,225 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 8,093
Change-8,093 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 8,083
Change-8,083 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 8,073
Change-8,073 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 8,024
Change-8,024 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 8,015
Change-8,015 (-100%)
Value—
Reaves W H & Co Inc
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 7,889
Change-7,889 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 7,889
Change-7,889 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 7,839
Change-7,839 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 7,828
Change-7,828 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 7,816
Change-7,816 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 7,762
Change-7,762 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 7,758
Change-7,758 (-100%)
Value—
EWA, LLC
N/A
Shares— from 7,745
Change-7,745 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 7,665
Change-7,665 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 7,657
Change-7,657 (-100%)
Value—
Centennial Bank
N/A
Shares— from 7,637
Change-7,637 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 7,607
Change-7,607 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 7,602
Change-7,602 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 7,602
Change-7,602 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 7,592
Change-7,592 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 7,557
Change-7,557 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 7,556
Change-7,556 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 7,554
Change-7,554 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 7,520
Change-7,520 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 7,510
Change-7,510 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 7,480
Change-7,480 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 7,449
Change-7,449 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 7,442
Change-7,442 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 7,396
Change-7,396 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 7,354
Change-7,354 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 7,311
Change-7,311 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 7,298
Change-7,298 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 7,283
Change-7,283 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 7,257
Change-7,257 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 7,187
Change-7,187 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 7,093
Change-7,093 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 7,063
Change-7,063 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 7,031
Change-7,031 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 6,999
Change-6,999 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 6,962
Change-6,962 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 6,861
Change-6,861 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 6,858
Change-6,858 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 6,782
Change-6,782 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 6,773
Change-6,773 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 6,766
Change-6,766 (-100%)
Value—
Optas, LLC
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 6,721
Change-6,721 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 6,713
Change-6,713 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 6,684
Change-6,684 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 6,680
Change-6,680 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 6,631
Change-6,631 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Bank OZK
N/A
Shares— from 6,559
Change-6,559 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 6,554
Change-6,554 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 6,543
Change-6,543 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 6,538
Change-6,538 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 6,524
Change-6,524 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 6,442
Change-6,442 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 6,433
Change-6,433 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 6,407
Change-6,407 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 6,403
Change-6,403 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 6,402
Change-6,402 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 6,355
Change-6,355 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 6,351
Change-6,351 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 6,315
Change-6,315 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 6,245
Change-6,245 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 6,232
Change-6,232 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 6,199
Change-6,199 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 6,198
Change-6,198 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 6,196
Change-6,196 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 6,188
Change-6,188 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 6,149
Change-6,149 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 6,103
Change-6,103 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 6,035
Change-6,035 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 6,026
Change-6,026 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,982
Change-5,982 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 5,968
Change-5,968 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 5,966
Change-5,966 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 5,913
Change-5,913 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 5,898
Change-5,898 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 5,861
Change-5,861 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 5,840
Change-5,840 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 5,840
Change-5,840 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 5,838
Change-5,838 (-100%)
Value—
Toews Corp
N/A
Shares— from 5,776
Change-5,776 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 5,749
Change-5,749 (-100%)
Value—
Legacy Trust
N/A
Shares— from 5,746
Change-5,746 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 5,722
Change-5,722 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 5,655
Change-5,655 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 5,633
Change-5,633 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 5,602
Change-5,602 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 5,591
Change-5,591 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 5,587
Change-5,587 (-100%)
Value—
Summitry LLC
N/A
Shares— from 5,571
Change-5,571 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,485
Change-5,485 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 5,443
Change-5,443 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 5,316
Change-5,316 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 5,241
Change-5,241 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,237
Change-5,237 (-100%)
Value—
United Bank
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 5,122
Change-5,122 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 5,117
Change-5,117 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 5,069
Change-5,069 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 5,008
Change-5,008 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 5,004
Change-5,004 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 4,966
Change-4,966 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 4,966
Change-4,966 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 4,957
Change-4,957 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 4,953
Change-4,953 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 4,865
Change-4,865 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 4,841
Change-4,841 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,824
Change-4,824 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 4,796
Change-4,796 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 4,742
Change-4,742 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
Invst, LLC
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 4,618
Change-4,618 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 4,597
Change-4,597 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 4,595
Change-4,595 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 4,589
Change-4,589 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 4,567
Change-4,567 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 4,546
Change-4,546 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 4,523
Change-4,523 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 4,471
Change-4,471 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 4,442
Change-4,442 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 4,433
Change-4,433 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 4,392
Change-4,392 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,377
Change-4,377 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 4,301
Change-4,301 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 4,285
Change-4,285 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 4,251
Change-4,251 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,241
Change-4,241 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 4,184
Change-4,184 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 4,149
Change-4,149 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 4,131
Change-4,131 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 4,126
Change-4,126 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 4,097
Change-4,097 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 4,014
Change-4,014 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 3,919
Change-3,919 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 3,915
Change-3,915 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 3,907
Change-3,907 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 3,902
Change-3,902 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 3,888
Change-3,888 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 3,886
Change-3,886 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 3,858
Change-3,858 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,831
Change-3,831 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 3,815
Change-3,815 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 3,787
Change-3,787 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 3,771
Change-3,771 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 3,757
Change-3,757 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 3,723
Change-3,723 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 3,586
Change-3,586 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 3,569
Change-3,569 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,554
Change-3,554 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 3,351
Change-3,351 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,349
Change-3,349 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 3,307
Change-3,307 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,294
Change-3,294 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,237
Change-3,237 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 3,184
Change-3,184 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 3,053
Change-3,053 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
American Trust
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 2,882
Change-2,882 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Members Trust Co
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,728
Change-2,728 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Motco
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,893
Change-1,893 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
NCP Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 886
Change-886 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 879
Change-879 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 850
Change-850 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 824
Change-824 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 704
Change-704 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 690
Change-690 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 631
Change-631 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 593
Change-593 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 578
Change-578 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 505
Change-505 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 454
Change-454 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 394
Change-394 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 370
Change-370 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 342
Change-342 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 334
Change-334 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 309
Change-309 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 308
Change-308 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
BNP Paribas
N/A
Shares— from 272
Change-272 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 260
Change-260 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 257
Change-257 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 255
Change-255 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 245
Change-245 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 221
Change-221 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 179
Change-179 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 150
Change-150 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
10Elms LLP
N/A
Shares— from 122
Change-122 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 116
Change-116 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 100
Change-100 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 100
Change-100 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 91
Change-91 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 60
Change-60 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Quarry LP
N/A
Shares— from 36
Change-36 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 0
Change0
Value—
Status
Bank of New York Mellon Corp
DECREASED12,507,87812,549,406-41,5280%$902.9M$842.3M-$60.6M2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED4,307,4194,079,665+227,754+6%$293.5M$290.1M-$3.5M2026-11-05
Dimensional Fund Advisors LP
INCREASED4,277,0194,246,967+30,052+1%$305.7M$288.1M-$17.6M2026-11-04
Sumitomo Mitsui Trust Group, Inc.
INCREASED3,310,0863,301,598+8,488+0%$237.5M$222.9M-$14.6M2026-10-29
Truist Financial Corp
INCREASED2,892,4952,785,379+107,116+4%$200.4M$194.8M-$5.6M2026-10-30
Assetmark, Inc
DECREASED2,642,7762,667,459-24,683-1%$191.9M$178.0M-$14.0M2026-10-21
Citigroup Inc
INCREASED2,548,5101,953,495+595,015+30%$140.6M$171.6M+$31.1M2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED2,048,1271,804,601+243,526+13%$129.8M$137.9M+$8.1M2026-11-03
Assenagon Asset Management S.A.
DECREASED1,750,7943,606,561-1,855,767-51%$259.5M$117.9M-$141.6M2026-10-15
Principal Financial Group Inc
DECREASED1,743,5801,933,124-189,544-10%$139.1M$117.4M-$21.7M2026-11-02
Virginia Retirement Systems ET Al
INCREASED1,308,4681,228,522+79,946+7%$88.4M$88.1M-$279.9K2026-10-28
New York State Teachers Retirement System
DECREASED1,270,6281,334,569-63,941-5%$96.0M$85.6M-$10.5M2026-10-22
Commonwealth Equity Services, LLC
DECREASED1,170,6671,292,150-121,483-9%$93.0M$78.8M-$14.1M2026-11-02
DekaBank Deutsche Girozentrale
INCREASED1,105,900388,836+717,064+184%$25.6K$75.9K+$50.3K2026-10-27
Exchange Traded Concepts, LLC
INCREASED1,059,799896,223+163,576+18%$64.5M$71.4M+$6.9M2026-10-28
CIBC Asset Management Inc
INCREASED957,086942,764+14,322+2%$67.8M$64.5M-$3.4M2026-11-05
Creative Planning
INCREASED929,095887,099+41,996+5%$63.8M$62.6M-$1.3M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED915,427768,103+147,324+19%$54.6M$63.8M+$9.2M2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED912,830881,440+31,390+4%$63.4M$61.5M-$2.0M2026-11-02
Asset Management One Co., Ltd.
DECREASED820,477844,623-24,146-3%$60.8M$55.3M-$5.5M2026-10-27
Todd Asset Management LLC
DECREASED813,882824,190-10,308-1%$59.3M$54.8M-$4.5M2026-10-27
Pictet Asset Management Holding SA
DECREASED783,497795,152-11,655-1%$57.2M$52.8M-$4.5M2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED732,472744,699-12,227-2%$53.6M$49.3M-$4.3M2026-10-20
Illinois Municipal Retirement Fund
DECREASED652,908679,959-27,051-4%$48.9M$44.0M-$5.0M2026-11-05
Fifth Third Bancorp
DECREASED627,107644,513-17,406-3%$46.4M$42.2M-$4.1M2026-11-05
Nisa Investment Advisors, LLC
INCREASED609,427605,147+4,280+1%$44.2M$41.7M-$2.4M2026-10-20
Kestra Advisory Services, LLC
INCREASED582,801516,410+66,391+13%$37.2M$39.2M+$2.1M2026-11-02
US Bancorp \de\
DECREASED557,736565,620-7,884-1%$40.7M$37.6M-$3.1M2026-11-05
State of New Jersey Common Pension Fund D
DECREASED542,602545,812-3,210-1%$39.3M$36.5M-$2.7M2026-11-05
Oppenheimer Asset Management Inc.
INCREASED535,048526,225+8,823+2%$37.9M$36.0M-$1.8M2026-10-27
Alps Advisors Inc
INCREASED520,765499,193+21,572+4%$35.9M$35.1M-$848.6K2026-11-03
Vontobel Holding Ltd.
INCREASED488,619484,354+4,265+1%$34.8M$32.9M-$1.9M2026-10-16
Czech National Bank
INCREASED479,758475,315+4,443+1%$34.2M$32.3M-$1.9M2026-10-13
Arizona State Retirement System
INCREASED464,491463,758+733+0%$33.4M$31.3M-$2.1M2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED462,260389,121+73,139+19%$27.8M$30.9M+$3.1M2026-11-04
iA Global Asset Management Inc.
INCREASED438,233431,462+6,771+2%$31.0M$29.5M-$1.5M2026-10-29
Swiss Life Asset Management Ltd
DECREASED432,6363,890,040-3,457,404-89%$279.9M$29.1M-$250.8M2026-11-03
Conning Inc.
INCREASED426,996400,006+26,990+7%$28.8M$28.8M-$26.5K2026-10-27
State of Michigan Retirement System
DECREASED419,542427,542-8,000-2%$30.8M$28.3M-$2.5M2026-10-27
Capital Investment Advisors, LLC
DECREASED417,366681,001-263,635-39%$49.0M$28.1M-$20.9M2026-10-22
Crossmark Global Holdings, Inc.
INCREASED407,273401,127+6,146+2%$28.9M$27.4M-$1.4M2026-10-21
Lido Advisors, LLC
INCREASED393,138334,405+58,733+18%$24.4M$26.5M+$2.1M2026-11-04
Wedge Capital Management L L P
DECREASED390,245418,199-27,954-7%$30.1M$26.3M-$3.8M2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED390,029371,812+18,217+5%$26.8M$26.3M-$487.2K2026-10-27
D.A. Davidson & Co.
INCREASED377,776372,126+5,650+2%$26.8M$25.4M-$1.3M2026-10-28
Daiwa Securities Group Inc.
DECREASED375,928518,088-142,160-27%$37.3M$25.3M-$12.0M2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED368,903368,834+69+0%$26.5M$24.8M-$1.7M2026-11-03
Tctc Holdings, LLC
DECREASED353,118357,279-4,161-1%$25.7M$23.8M-$1.9M2026-11-02
Retirement Systems of Alabama
DECREASED350,158350,806-6480%$25.2M$23.6M-$1.7M2026-11-04
Strs Ohio
DECREASED338,512369,486-30,974-8%$26.6M$22.8M-$3.8M2026-10-30
Xponance LLC
DECREASED335,036350,545-15,509-4%$25.2M$22.6M-$2.7M2026-11-03
Verity & Verity, LLC
INCREASED331,573323,480+8,093+3%$23.3M$22.3M-$946.3K2026-10-23
First Citizens Bank & Trust Co
DECREASED321,708386,615-64,907-17%$27.8M$21.7M-$6.2M2026-10-14
Neos Investment Management LLC
INCREASED311,525275,042+36,483+13%$19.8M$21.0M+$1.2M2026-11-04
Amalgamated Bank
DECREASED303,126310,912-7,786-2%$22.4M$20.4M-$2.0M2026-10-23
Richard C. Young & Co., Ltd.
INCREASED302,572302,328+244+0%$21.8M$20.4M-$1.4M2026-11-04
GW Henssler & Associates LTD
DECREASED302,348304,896-2,548-1%$21.9M$20.4M-$1.6M2026-10-26
Rakuten Investment Management, Inc.
INCREASED299,710273,210+26,500+10%$20.2M$20.6M+$364.9K2026-10-30
IFM Investors Pty Ltd
INCREASED285,942279,042+6,900+2%$20.1M$19.3M-$821.7K2026-10-14
ProShare Advisors LLC
INCREASED284,025282,175+1,850+1%$20.3M$19.1M-$1.2M2026-10-29
Cullen T Bankers, Inc.
INCREASED268,667256,211+12,456+5%$18.4M$18.1M-$342.4K2026-10-28
State of Alaska, Department of Revenue
DECREASED268,530270,980-2,450-1%$19.5M$18.1M-$1.4M2026-10-15
SBI Securities Co., Ltd.
INCREASED257,599250,671+6,928+3%$18.0M$17.3M-$689.1K2026-10-22
Gradient Investments LLC
INCREASED257,036234,911+22,125+9%$16.9M$17.3M+$406.9K2026-10-08
MacKenzie Financial Corp
DECREASED255,760465,502-209,742-45%$33.5M$17.2M-$16.3M2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED250,631263,136-12,505-5%$18.9M$16.9M-$2.1M2026-10-20
IFP Advisors, Inc
INCREASED248,16648,848+199,318+408%$3.5M$16.7M+$13.2M2026-10-16
CWA Asset Management Group, LLC
INCREASED247,351219,505+27,846+13%$15.8M$16.7M+$863.3K2026-10-19
Tectonic Advisors LLC
INCREASED244,830232,965+11,865+5%$16.8M$16.5M-$275.0K2026-10-22
Adams Asset Advisors, LLC
UNCHANGED235,728235,72800%$17.0M$15.9M-$1.1M2026-10-08
New York Life Investment Management LLC
DECREASED228,589228,823-2340%$16.5M$15.4M-$1.1M2026-11-04
Busey Bank
INCREASED226,612223,154+3,458+2%$16.1M$15.3M-$796.0K2026-10-26
Davenport & Co LLC
INCREASED224,858222,848+2,010+1%$16.0M$15.1M-$892.6K2026-10-14
Artemis Investment Management LLP
DECREASED223,926228,924-4,998-2%$16.5M$15.1M-$1.4M2026-10-08
University of Texas S AM Investment Management Co
INCREASED223,53794,171+129,366+137%$6.9M$15.3M+$8.4M2026-11-03
Oppenheimer & Co Inc
INCREASED223,007210,032+12,975+6%$15.1M$15.0M-$94.5K2026-10-26
Ritholtz Wealth Management
INCREASED220,723217,102+3,621+2%$15.6M$14.9M-$757.0K2026-11-05
Intact Investment Management Inc.
INCREASED218,700124,200+94,500+76%$8.9M$14.7M+$5.8M2026-11-03
Norden Group LLC
INCREASED216,871200,635+16,236+8%$14.4M$14.6M+$168.4K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED216,149206,324+9,825+5%$14.8M$14.6M-$289.5K2026-10-30
Benedict Financial Advisors Inc
DECREASED215,038215,521-4830%$15.5M$14.5M-$1.0M2026-10-07
Oregon Public Employees Retirement Fund
DECREASED205,263205,333-700%$14.8M$13.8M-$951.3K2026-10-30
Viking Fund Management LLC
INCREASED205,000202,000+3,000+1%$14.5M$13.8M-$729.2K2026-10-14
Keybank National Association
INCREASED204,209202,791+1,418+1%$14.6M$13.8M-$839.4K2026-11-04
ASO Group Ltd
NEW200,009—+200,009——$13.5M—2026-11-05
Cyndeo Wealth Partners, LLC
DECREASED194,883199,235-4,352-2%$14.3M$13.1M-$1.2M2026-10-16
Premier Fund Managers Ltd
DECREASED190,000197,700-7,700-4%$14.6K$13.1K-$1.6K2026-11-02
Old National Bancorp
DECREASED189,421191,923-2,502-1%$13.8M$12.8M-$1.1M2026-10-20
J.W. Cole Advisors, Inc.
INCREASED188,694185,408+3,286+2%$13.3M$12.7M-$633.4K2026-11-05
TrueMark Investments, LLC
INCREASED185,56687,364+98,202+112%$6.3M$12.5M+$6.2M2026-11-05
Apollon Wealth Management, LLC
INCREASED184,928180,896+4,032+2%$13.0M$12.5M-$562.4K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED182,754151,975+30,779+20%$10.9M$12.3M+$1.4M2026-10-16
Visionary Wealth Advisors
INCREASED180,846172,890+7,956+5%$12.4M$12.2M-$261.2K2026-11-04
Allen Mooney & Barnes Investment Advisors LLC
DECREASED178,134179,267-1,133-1%$12.9M$12.0M-$902.7K2026-10-08
Sterling Capital Management LLC
INCREASED176,961164,133+12,828+8%$11.8M$11.9M+$107.2K2026-10-22
TD Waterhouse Canada Inc.
INCREASED172,234151,000+21,234+14%$10.8M$11.5M+$728.6K2026-10-16
Mutual of America Capital Management LLC
DECREASED170,490171,773-1,283-1%$12.4M$11.5M-$878.3K2026-10-23
KBC Group NV
INCREASED169,682146,088+23,594+16%$10.5M$11.4M+$915.0K2026-10-22
Choreo, LLC
INCREASED165,116142,105+23,011+16%$10.2M$11.1M+$894.3K2026-10-28
Philip James Wealth Mangement, LLC
DECREASED161,096171,890-10,794-6%$12.4M$10.8M-$1.5M2026-10-27
Milestone Asset Management, LLC
INCREASED159,59459,252+100,342+169%$4.3M$10.7M+$6.5M2026-10-15
HB Wealth Management, LLC
INCREASED155,565124,567+30,998+25%$9.0M$10.5M+$1.5M2026-10-23
Vise Technologies, Inc.
INCREASED155,041147,156+7,885+5%$10.6M$10.4M-$147.4K2026-10-29
Columbus Macro, LLC
INCREASED143,420141,989+1,431+1%$10.2M$9.7M-$558.3K2026-10-14
Farther Finance Advisors, LLC
INCREASED143,368121,689+21,679+18%$8.8M$9.7M+$891.1K2026-10-08
ARS Wealth Advisors Group, LLC
INCREASED141,558140,269+1,289+1%$10.1M$9.5M-$559.8K2026-10-16
Hennessy Advisors Inc
UNCHANGED139,500139,50000%$10.0M$9.4M-$643.1K2026-10-28
Atria Investments, Inc
INCREASED134,259129,234+5,025+4%$9.3M$9.0M-$257.4K2026-10-15
1834 Investment Advisors Co
DECREASED132,327134,922-2,595-2%$9.7M$8.9M-$796.7K2026-10-16
Larson Financial Group LLC
INCREASED131,472126,808+4,664+4%$9.1M$8.9M-$270.5K2026-11-05
Kwmg, LLC
INCREASED130,289128,378+1,911+1%$9.2M$8.8M-$463.1K2026-10-07
Brookstone Capital Management
INCREASED128,246110,357+17,889+16%$7.9M$8.6M+$695.9K2026-10-22
Cornerstone Wealth Group, LLC
INCREASED126,520125,034+1,486+1%$9.0M$8.5M-$476.3K2026-11-02
CoreCap Advisors, LLC
INCREASED124,155113,973+10,182+9%$8.2M$8.4M+$160.3K2026-10-08
BG Investment Services, LLC
NEW124,030—+124,030——$8.4M—2026-10-23
Venture Visionary Partners LLC
INCREASED123,638116,118+7,520+6%$8.4M$8.3M-$28.9K2026-10-07
Convergence Investment Partners, LLC
INCREASED118,71699,877+18,839+19%$7.2M$8.0M+$808.2K2026-10-28
Symphony Financial, Ltd. Co.
INCREASED118,64987,957+30,692+35%$6.5M$8.1M+$1.6M2026-10-22
Global X Japan Co., Ltd.
DECREASED116,335138,027-21,692-16%$9.9M$7.8M-$2.1M2026-10-21
Walled Lake Planning & Wealth Management, LLC
INCREASED116,317114,956+1,361+1%$8.3M$7.8M-$438.3K2026-10-29
Linden Thomas Advisory Services, LLC
INCREASED113,674112,317+1,357+1%$8.1M$7.7M-$426.4K2026-10-19
Inlet Private Wealth, LLC
INCREASED112,911112,316+595+1%$8.1M$7.6M-$477.7K2026-10-21
Annex Advisory Services, LLC
INCREASED111,48599,819+11,666+12%$7.2M$7.5M+$325.4K2026-10-16
Ellsworth Advisors, LLC
DECREASED110,502128,957-18,455-14%$9.1M$7.4M-$1.7M2026-10-15
First National Trust Co
DECREASED108,678113,299-4,621-4%$8.2M$7.3M-$833.5K2026-10-28
Kennon-Green & Company, LLC
DECREASED108,443116,239-7,796-7%$8.4M$7.3M-$1.1M2026-10-05
Avantax Planning Partners, Inc.
INCREASED108,017104,327+3,690+4%$7.5M$7.3M-$232.4K2026-11-03
AGF Management LTD
DECREASED107,291108,478-1,187-1%$7.8M$7.2M-$580.0K2026-11-03
Keystone Financial Planning, Inc.
DECREASED105,453105,487-340%$7.6M$7.1M-$488.6K2026-10-08
Eagle Global Advisors LLC
DECREASED105,244105,551-3070%$7.6M$7.1M-$507.3K2026-11-02
Howard Capital Management, LLC
DECREASED104,278107,257-2,979-3%$7.7M$7.0M-$695.1K2026-10-16
Altrius Capital Management Inc
INCREASED103,52699,268+4,258+4%$7.1M$7.0M-$170.9K2026-11-05
Central Trust Co
DECREASED102,394103,245-851-1%$7.4M$6.9M-$533.3K2026-11-05
Maryland State Retirement & Pension System
INCREASED102,27489,550+12,724+14%$6.4M$6.9M+$444.0K2026-11-05
Commonwealth Retirement Investments LLC
INCREASED102,06696,961+5,105+5%$7.0M$6.9M-$103.2K2026-10-26
HUB Investment Partners, LLC
INCREASED101,85398,330+3,523+4%$7.1M$6.9M-$216.0K2026-11-03
Salomon & Ludwin, LLC
DECREASED101,411101,548-1370%$7.3M$6.8M-$435.7K2026-10-29
Yousif Capital Management, LLC
DECREASED99,347109,723-10,376-9%$7.9M$6.7M-$1.2M2026-10-22
Sowell Financial Services LLC
INCREASED99,12297,813+1,309+1%$7.0M$6.7M-$362.7K2026-10-23
Baugh & Associates, LLC
INCREASED98,79486,599+12,195+14%$6.2M$5.8M-$410.7K2026-10-16
Park Avenue Securities LLC
INCREASED94,89693,905+991+1%$6.8M$6.4M-$366.0K2026-10-26
Hennion & Walsh Asset Management, Inc.
INCREASED93,03681,993+11,043+13%$5.9M$6.3M+$365.6K2026-10-13
AUA Capital Management, LLC
UNCHANGED92,36992,36900%$6.6M$6.2M-$425.8K2026-10-15
Diversify Advisory Services, LLC
DECREASED91,73792,376-639-1%$6.7M$6.8M+$40.5K2026-10-20
Diversify Wealth Management, LLC
DECREASED91,73792,376-639-1%$6.7M$6.8M+$40.5K2026-10-20
Sigma Planning Corp
INCREASED91,02278,957+12,065+15%$5.7M$6.1M+$447.6K2026-10-23
Financial Security Advisor, Inc.
DECREASED90,44692,622-2,176-2%$6.8M$6.2M-$571.5K2026-11-03
Meyer Handelman Co
DECREASED90,33390,463-1300%$6.5M$6.1M-$425.8K2026-10-28
Hartford Investment Management Co
DECREASED89,28492,424-3,140-3%$6.6M$6.0M-$637.5K2026-11-04
SteelPeak Wealth, LLC
INCREASED87,98440,601+47,383+117%$3.0M$6.0M+$3.0M2026-10-16
MassMutual Private Wealth & Trust, FSB
DECREASED87,79488,262-468-1%$6.4M$5.9M-$438.4K2026-10-05
Prospera Financial Services Inc
INCREASED87,49381,161+6,332+8%$5.8M$6.8M+$986.6K2026-11-04
Connecticut Wealth Management, LLC
INCREASED86,25775,849+10,408+14%$5.5M$5.8M+$351.2K2026-10-13
Strategy Asset Managers LLC
INCREASED85,75483,186+2,568+3%$6.0M$5.8M-$210.5K2026-10-14
Glenview Trust Co
INCREASED84,94582,092+2,853+3%$5.9M$5.7M-$186.3K2026-10-28
Prosperitas Financial LLC
INCREASED84,38176,848+7,533+10%$5.5M$5.7M+$153.0K2026-10-28
Investmark Advisory Group LLC
INCREASED84,04281,103+2,939+4%$5.8M$5.7M-$175.9K2026-10-27
Bellecapital International Ltd.
INCREASED83,49779,059+4,438+6%$5.7M$5.6M-$65.6K2026-10-21
New Mexico Educational Retirement Board
UNCHANGED83,49583,49500%$6.0M$5.6M-$384.0K2026-11-05
Hourglass Capital, LLC
INCREASED83,00078,090+4,910+6%$5.6M$5.6M-$29.4K2026-10-26
Promethium Advisors,llc
INCREASED82,84880,975+1,873+2%$5.9M$5.7M-$238.9K2026-10-19
Thrivent Financial for Lutherans
INCREASED82,51782,359+158+0%$5.9M$5.6M-$374.0K2026-11-05
Louisiana State Employees Retirement System
DECREASED82,10085,300-3,200-4%$6.1M$5.5M-$608.7K2026-10-20
Sagespring Wealth Partners, LLC
INCREASED81,77379,743+2,030+3%$5.7M$5.5M-$230.9K2026-10-22
Perigon Wealth Management, LLC
DECREASED81,50287,304-5,802-7%$6.3M$5.5M-$793.2K2026-10-22
CFM Wealth Partners LLC
UNCHANGED81,26181,26100%$5.8M$5.5M-$374.6K2026-11-05
Community Bank & Trust, Waco, Texas
INCREASED81,11972,914+8,205+11%$5.2M$5.5M+$217.0K2026-10-19
Ascentis Independent Advisors
INCREASED80,3844,574+75,810+1657%$329.1K$5.4M+$5.1M2026-11-03
Ascent Group, LLC
DECREASED80,08890,290-10,202-11%$6.5M$5.4M-$1.1M2026-10-30
Cypress Capital Group
INCREASED79,66876,169+3,499+5%$5.5M$5.4M-$115.5K2026-11-03
Procyon Advisors, LLC
INCREASED79,31238,779+40,533+105%$2.8M$5.3M+$2.6M2026-10-21
Edmp, Inc.
DECREASED75,75377,690-1,937-2%$5.6M$5.1M-$488.7K2026-10-22
Csenge Advisory Group
INCREASED75,40170,360+5,041+7%$5.1M$5.1M+$15.1K2026-11-04
3Chopt Investment Partners, LLC
INCREASED74,48671,650+2,836+4%$5.2M$5.1M-$133.6K2026-10-30
Prime Capital Investment Advisors, LLC
INCREASED74,07261,838+12,234+20%$4.4M$5.0M+$538.8K2026-10-20
CFC Planning Co LLC
INCREASED73,83668,079+5,757+8%$4.9M$5.0M+$73.9K2026-10-28
LVM Capital Management LTD
DECREASED73,54274,967-1,425-2%$5.4M$5.0M-$441.7K2026-10-20
Clifford Swan Investment Counsel LLC
DECREASED71,76573,127-1,362-2%$5.3M$4.8M-$428.8K2026-11-05
Verdence Capital Advisors LLC
DECREASED71,40272,782-1,380-2%$5.2M$4.8M-$428.4K2026-10-26
Thrive Capital Management, LLC
INCREASED71,27069,379+1,891+3%$5.0M$4.8M-$192.5K2026-10-28
PKO Investment Management Joint-Stock Co
NEW71,128—+71,128——$4.8M—2026-10-19
Highland Capital Management, LLC
DECREASED71,09571,893-798-1%$5.2M$4.8M-$385.1K2026-10-26
Prevail Innovative Wealth Advisors, LLC
INCREASED70,58247,710+22,872+48%$3.4M$4.9M+$1.5M2026-10-20
MGO One Seven LLC
DECREASED70,13976,034-5,895-8%$5.5M$4.7M-$747.0K2026-10-28
Archford Capital Strategies, LLC
DECREASED69,89980,096-10,197-13%$5.8M$4.7M-$1.1M2026-10-19
Sanders Morris Harris LLC
INCREASED69,43857,955+11,483+20%$4.2M$4.8M+$591.9K2026-10-14
Capital Management Corp
DECREASED69,23869,603-365-1%$5.0M$4.7M-$345.4K2026-10-29
Capital Square, LLC
INCREASED69,22269,193+29+0%$5.0M$4.7M-$306.0K2026-10-19
Ridgepath Capital Management LLC
INCREASED68,39164,587+3,804+6%$4.6M$4.6M-$41.5K2026-10-29
Citizens National Bank Trust Department
UNCHANGED67,80167,80100%$4.9M$4.6M-$312.6K2026-11-04
Accurate Wealth Management, LLC
INCREASED67,24256,808+10,434+18%$4.1M$4.8M+$733.6K2026-10-20
Frank, Rimerman Advisors LLC
DECREASED66,93966,975-360%$4.8M$4.5M-$311.2K2026-10-16
Nfsg Corp
DECREASED66,09569,570-3,475-5%$5.0M$4.5M-$554.7K2026-10-15
Krilogy Financial LLC
INCREASED65,76465,121+643+1%$4.7M$4.7M+$27.2K2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED65,67646,709+18,967+41%$3.4M$4.5M+$1.1M2026-11-05
Plan Group Financial, LLC
INCREASED65,62556,096+9,529+17%$4.0M$4.9M+$862.2K2026-10-22
Kathmere Capital Management, LLC
INCREASED65,54264,694+848+1%$4.7M$4.4M-$241.1K2026-10-20
Gamma Investing LLC
INCREASED65,02361,938+3,085+5%$4.5M$4.4M-$77.8K2026-10-08
Range Financial Group LLC
INCREASED64,55662,940+1,616+3%$4.5M$4.3M-$181.3K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED64,07362,892+1,181+2%$4.5M$4.3M-$210.4K2026-10-13
RMR Wealth Builders
INCREASED64,06760,666+3,401+6%$4.4M$4.3M-$50.6K2026-10-22
Carolina Wealth Advisors, LLC
DECREASED63,97366,373-2,400-4%$4.8M$4.3M-$467.6K2026-10-23
Brighton Jones LLC
INCREASED63,34537,885+25,460+67%$2.7M$4.3M+$1.5M2026-11-03
Verus Capital Partners, LLC
DECREASED62,01662,808-792-1%$4.5M$4.2M-$342.9K2026-11-03
Tokio Marine Asset Management Co LTD
INCREASED61,72857,468+4,260+7%$4.1M$4.2M+$21.9K2026-10-26
Cornerstone Wealth Management, LLC
INCREASED61,64460,834+810+1%$4.4M$4.2M-$225.9K2026-11-04
KPP Advisory Services LLC
DECREASED60,61462,196-1,582-3%$4.5M$4.1M-$393.3K2026-10-26
Generali Asset Management SPA SGR
DECREASED60,47068,674-8,204-12%$4.9M$4.1M-$869.0K2026-10-26
Alta Capital Management LLC/
DECREASED59,34963,608-4,259-7%$4.6M$4.0M-$580.0K2026-10-26
Globalt Investments LLC / GA
DECREASED59,17161,200-2,029-3%$4.4M$4.0M-$418.7K2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED58,91259,499-587-1%$4.3M$4.0M-$313.8K2026-10-23
Independent Solutions Wealth Management, LLC
DECREASED58,42460,125-1,701-3%$4.3M$3.9M-$391.7K2026-10-28
Valley National Advisers Inc
DECREASED58,28559,262-977-2%$4.3M$3.9M-$338.9K2026-10-23
Regions Financial Corp
DECREASED56,88258,274-1,392-2%$4.2M$3.8M-$362.4K2026-11-05
Three Seasons Wealth, LLC
INCREASED56,28951,496+4,793+9%$3.7M$3.8M+$85.4K2026-11-03
Confluence Wealth Services, Inc.
DECREASED55,77157,018-1,247-2%$4.1M$3.8M-$346.8K2026-11-05
LVW Advisors, LLC
DECREASED55,13455,663-529-1%$4.0M$3.7M-$292.3K2026-10-19
Verus Financial Partners, Inc.
DECREASED54,55154,706-1550%$3.9M$3.7M-$262.7K2026-10-29
Pittenger & Anderson Inc
DECREASED54,49077,185-22,695-29%$5.6M$3.7M-$1.9M2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED53,85753,155+702+1%$3.9M$3.7M-$194.2K2026-10-16
Carnegie Investment Counsel
DECREASED53,55753,719-1620%$3.9M$3.6M-$258.6K2026-10-20
Private Management Group Inc
DECREASED53,39353,912-519-1%$3.9M$3.6M-$283.5K2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED53,25060,458-7,208-12%$4.3M$3.6M-$764.1K2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED53,23955,021-1,782-3%$4.0M$3.6M-$373.6K2026-11-02
Leelyn Smith, LLC
INCREASED53,07152,075+996+2%$3.7M$3.6M-$173.0K2026-11-03
Nova Financial LLC
NEW53,028—+53,028——$3.6M—2026-11-04
Capital Investment Advisory Services, LLC
INCREASED52,53652,132+404+1%$3.8M$3.5M-$210.0K2026-10-30
MH & Associates Securities Management Corp
INCREASED52,45852,329+129+0%$3.8M$3.5M-$232.6K2026-10-30
O'Domhnaill Enterprises, Inc.
DECREASED51,97954,272-2,293-4%$3.9M$3.5M-$404.6K2026-10-29
Mesirow Financial Investment Management, Inc.
DECREASED51,73752,940-1,203-2%$3.8M$3.5M-$325.1K2026-11-05
Cohen Klingenstein LLC
UNCHANGED51,20351,20300%$3.7M$3.4M-$236.0K2026-10-15
North Dakota State Investment Board
DECREASED51,19452,607-1,413-3%$3.8M$3.4M-$337.7K2026-10-27
Pinnacle Associates LTD
DECREASED50,73651,736-1,000-2%$3.7M$3.4M-$305.8K2026-10-20
RFG Advisory, LLC
INCREASED50,68548,719+1,966+4%$3.5M$3.4M-$92.3K2026-11-03
Simplicity Wealth,LLC
INCREASED50,38845,855+4,533+10%$3.3M$3.4M+$93.8K2026-10-23
Associated Banc-Corp
INCREASED50,07549,054+1,021+2%$3.5M$3.4M-$157.4K2026-10-30
Wealthcare Advisory Partners LLC
INCREASED49,98444,220+5,764+13%$3.2M$3.4M+$184.3K2026-10-21
Gerald Baker Financial Group LLC
DECREASED49,15249,174-220%$3.5M$3.3M-$228.2K2026-10-09
Moneco Advisors, LLC
DECREASED48,93551,889-2,954-6%$3.7M$3.3M-$438.1K2026-11-05
Allen Investment Management, LLC
UNCHANGED48,37248,37200%$3.5M$3.3M-$223.0K2026-11-03
TCV Trust & Wealth Management, Inc.
INCREASED48,18447,161+1,023+2%$3.4M$3.2M-$148.5K2026-10-16
Asset Planning,Inc
INCREASED47,44547,370+75+0%$3.4M$3.2M-$213.3K2026-10-26
CX Institutional
INCREASED47,08040,496+6,584+16%$2.9M$3.2K-$2.9M2026-10-02
Citizens Financial Group Inc
INCREASED46,68636,396+10,290+28%$2.6M$3.2M+$570.4K2026-10-23
Signaturefd, LLC
INCREASED46,66444,197+2,467+6%$3.2M$3.1M-$37.6K2026-10-23
Oak Thistle LLC
NEW46,337—+46,337——$3.1M—2026-10-21
Hunter Associates Investment Management LLC
DECREASED45,83346,315-482-1%$3.3M$3.1M-$250.0K2026-10-26
HF Advisory Group, LLC
INCREASED45,45342,957+2,496+6%$3.1M$3.1M-$29.9K2026-10-09
Precedent Wealth Partners, LLC
INCREASED45,32839,421+5,907+15%$2.8M$3.1M+$216.0K2026-10-21
Private Trust Co NA
INCREASED45,19944,532+667+2%$3.2M$3.0M-$160.4K2026-10-20
Florida Trust Wealth Management Co
DECREASED44,88145,283-402-1%$3.3M$3.0M-$235.8K2026-11-05
Trust Co of Vermont
INCREASED44,83343,432+1,401+3%$3.1M$3.0M-$105.9K2026-10-21
Indivisible Partners
INCREASED44,82735,061+9,766+28%$2.5M$3.0M+$496.0K2026-10-26
Ethic Inc.
INCREASED44,78043,342+1,438+3%$3.1M$3.0M-$103.0K2026-11-03
Parallel Advisors, LLC
INCREASED44,75243,929+823+2%$3.2M$3.0M-$147.1K2026-11-03
Independent Financial Group, LLC
DECREASED44,71747,637-2,920-6%$3.4M$3.0M-$416.2K2026-10-13
AlphaCore Capital LLC
INCREASED44,45039,055+5,395+14%$2.8M$3.0M+$228.6K2026-11-04
Radnor Capital Management, LLC
UNCHANGED44,19644,19600%$3.2M$3.0M-$203.7K2026-10-23
Sapient Capital LLC
DECREASED44,16647,764-3,598-8%$3.5M$3.0M-$460.6K2026-10-08
WealthCare Investment Partners, LLC
INCREASED43,52442,618+906+2%$3.1M$2.9M-$135.4K2026-11-05
NBT Bank, N.A.
DECREASED43,41343,487-740%$3.1M$2.9M-$205.5K2026-10-21
Parthenon LLC
UNCHANGED43,22743,22700%$3.1M$2.9M-$199.3K2026-10-22
John Boyer, Inc.
INCREASED42,88141,560+1,321+3%$3.0M$2.9M-$102.0K2026-10-27
Evergreen Capital Management LLC
INCREASED42,79442,149+645+2%$3.1M$2.9M-$149.3K2026-10-23
WBI Investments, LLC
DECREASED42,43153,415-10,984-21%$3.8M$2.9M-$985.9K2026-11-05
Welch Group, LLC
INCREASED42,34442,273+71+0%$3.0M$2.9M-$190.1K2026-10-29
Stolper Co
INCREASED42,19541,966+229+1%$3.0M$2.8M-$178.0K2026-10-13
Next Level Private LLC
INCREASED42,13041,700+430+1%$3.0M$2.8M-$163.3K2026-10-20
Deltec Asset Management LLC
UNCHANGED41,63241,63200%$3.0M$2.8M-$191.9K2026-10-26
B. Metzler seel. Sohn & Co. AG
INCREASED41,47039,667+1,803+5%$2.9M$2.8M-$61.5K2026-10-30
TD Private Client Wealth LLC
INCREASED41,13240,746+386+1%$2.9M$2.8M-$161.8K2026-10-28
Whitener Capital Management, Inc.
INCREASED40,69339,358+1,335+3%$2.8M$2.7M-$91.5K2026-10-15
Chicago Partners Investment Group LLC
INCREASED40,64018,926+21,714+115%$1.4M$3.0M+$1.7M2026-10-27
Rayburn West Financial Services LLC
DECREASED40,44140,516-750%$2.9M$2.7M-$191.8K2026-11-03
Formidable Asset Management, LLC
DECREASED40,39841,143-745-2%$2.7M$2.9M+$191.6K2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED40,102103,907-63,805-61%$7.3M$2.8M-$4.5M2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED39,52339,280+243+1%$2.8M$2.7M-$164.7K2026-10-23
Madden Securities Corp
INCREASED39,21739,174+43+0%$2.8M$2.6M-$177.7K2026-10-27
Koshinski Asset Management, Inc.
DECREASED39,05239,141-890%$2.8M$2.6M-$186.5K2026-10-29
Bahl & Gaynor LLC
DECREASED38,79039,136-346-1%$2.8M$2.6M-$203.7K2026-11-05
Trust Co of Toledo NA
INCREASED38,26436,814+1,450+4%$2.6M$2.6M-$72.1K2026-10-16
Focused Wealth Management, Inc
INCREASED38,16337,381+782+2%$2.7M$2.6M-$119.7K2026-10-30
Charles Schwab Trust Co
INCREASED38,01933,081+4,938+15%$2.4M$2.6M+$180.0K2026-10-15
Disciplined Equity Management, Inc.
UNCHANGED37,44537,44500%$2.7M$2.5M-$172.6K2026-10-14
Howard Capital Management Group, LLC
UNCHANGED37,34437,34400%$2.7M$2.5M-$172.2K2026-10-16
Fulton Bank, N.A.
INCREASED37,17235,500+1,672+5%$2.6M$2.5M-$51.1K2026-10-14
Greenleaf Trust
INCREASED37,12433,970+3,154+9%$2.4M$2.5M+$55.8K2026-10-29
HBW Advisory Services LLC
DECREASED36,86146,016-9,155-20%$3.3M$2.5M-$828.6K2026-10-15
RKL Wealth Management LLC
INCREASED36,72936,196+533+1%$2.6M$2.5M-$130.9K2026-10-16
Wedbush Securities Inc
DECREASED36,61036,884-274-1%$2.7M$2.5M-$189.0K2026-10-22
Jamison Private Wealth Management, Inc.
INCREASED36,23335,770+463+1%$2.6M$2.4M-$133.7K2026-10-14
Investors Asset Management of Georgia Inc
DECREASED35,94735,969-220%$2.6M$2.4M-$167.3K2026-10-20
KFA Private Wealth Group, LLC
DECREASED35,93436,061-1270%$2.6M$2.4M-$174.8K2026-10-07
Optimist Retirement Group LLC
INCREASED35,91235,050+862+2%$2.5M$2.4M-$103.5K2026-10-30
United Advisor Group, LLC
INCREASED35,81035,245+565+2%$2.5M$2.4M-$124.5K2026-11-03
Central Pacific Bank - Trust Division
DECREASED35,78640,219-4,433-11%$2.9M$2.4M-$483.9K2026-10-06
Mission Wealth Management, LP
DECREASED35,60950,519-14,910-30%$3.6M$2.4M-$1.2M2026-10-15
Compound Planning, Inc.
INCREASED35,60535,245+360+1%$2.5M$2.4M-$138.3K2026-11-05
Apella Capital, LLC
INCREASED35,48128,418+7,063+25%$2.1M$2.5M+$388.3K2026-10-08
Integrity Alliance, Llc.
INCREASED35,34131,908+3,433+11%$2.3M$2.4M+$84.1K2026-10-29
Applied Finance Capital Management, LLC
DECREASED35,21537,486-2,271-6%$2.7M$2.4M-$325.7K2026-11-03
Nicholas Hoffman & Company, Llc.
INCREASED35,09134,179+912+3%$2.5M$2.4M-$96.2K2026-10-30
Finer Wealth Management, Inc.
INCREASED35,07329,368+5,705+19%$2.1M$2.4M+$248.8K2026-10-16
Shoker Investment Counsel, Inc.
INCREASED34,76334,762+10%$2.5M$2.3M-$160.2K2026-11-04
Weinberger Asset Management, Inc
INCREASED34,54834,539+9+0%$2.4M$2.3M-$33.6K2026-10-28
Miramontes Capital, LLC
INCREASED34,53434,101+433+1%$2.5M$2.3M-$128.0K2026-10-19
Vest Financial, LLC
DECREASED34,36934,762-393-1%$2.5M$2.3M-$186.7K2026-10-21
Ceera Investments, LLC
UNCHANGED34,36534,36500%$2.5M$2.3M-$158.4K2026-11-02
Washington Trust Bank
DECREASED34,36235,313-951-3%$2.5M$2.3M-$226.8K2026-11-03
International Assets Investment Management, LLC
DECREASED34,27369,844-35,571-51%$1.9M$2.3M+$409.8K2026-11-02
Daymark Wealth Partners, LLC
INCREASED34,18729,755+4,432+15%$2.1M$2.3M+$161.4K2026-11-04
Focus Financial Network, Inc.
INCREASED33,92230,480+3,442+11%$2.2M$2.3M+$91.2K2026-10-14
Fifth Third Wealth Advisors LLC
INCREASED33,85433,665+189+1%$2.4M$2.3M-$142.4K2026-10-22
Baldwin Wealth Partners LLC
DECREASED33,67735,104-1,427-4%$2.5M$2.3M-$257.9K2026-10-13
Keudell ison Wealth Management
INCREASED33,60332,126+1,477+5%$2.3M$2.3M-$48.6K2026-10-16
Doliver Advisors, LP
DECREASED33,56834,885-1,317-4%$2.5M$2.3M-$249.5K2026-10-01
WP Advisors, LLC
INCREASED33,40433,317+87+0%$2.4M$2.2M-$147.7K2026-10-22
Cherokee Insurance Co
UNCHANGED33,13933,13900%$2.4M$2.2M-$152.8K2026-11-05
CMG Global Holdings, LLC
INCREASED33,01131,208+1,803+6%$2.2M$2.2M-$22.4K2026-10-14
Burford Brothers, Inc.
DECREASED32,76232,891-1290%$2.4M$2.2M-$160.3K2026-10-21
Poehling Capital Management, Inc.
DECREASED32,61432,659-450%$2.3M$2.2M-$153.6K2026-10-20
Harbor Capital Advisors, Inc.
DECREASED32,43633,770-1,334-4%$2.4M$2.2M-$246.0K2026-10-22
King Luther Capital Management Corp
UNCHANGED32,12332,12300%$2.3M$2.2M-$148.1K2026-11-05
Midwest Trust Co
DECREASED32,01633,692-1,676-5%$2.4M$2.2M-$268.2K2026-10-22
Wesbanco Bank Inc
DECREASED31,96047,036-15,076-32%$3.4M$2.2M-$1.2M2026-11-04
Bokf, NA
DECREASED31,57432,831-1,257-4%$2.4M$2.1M-$236.0K2026-10-27
Ti-Trust, Inc
UNCHANGED31,20531,20500%$2.2M$2.1M-$143.9K2026-10-21
Security National Bank
INCREASED31,16931,147+22+0%$2.2M$2.1M-$142.1K2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED31,16031,060+100+0%$2.2M$2.1M-$136.5K2026-11-04
Griffin Asset Management, Inc.
INCREASED31,12730,256+871+3%$2.2M$2.1M-$80.8K2026-10-22
Steel Grove Capital Advisors, LLC
INCREASED30,68528,450+2,235+8%$2.0M$2.1M+$19.4K2026-10-13
Legacy Private Trust Co.
INCREASED30,61328,675+1,938+7%$2.1M$2.1M-$1.7K2026-10-06
Tema Etfs LLC
INCREASED30,58230,004+578+2%$2.2M$2.1M-$99.4K2026-10-16
Independence Bank of Kentucky
INCREASED30,34830,063+285+1%$2.2M$2.0M-$119.4K2026-10-26
Sepio Capital, LP
DECREASED30,25733,956-3,699-11%$2.4M$2.0M-$405.6K2026-10-22
Marino, Stram & Associates LLC
DECREASED29,92630,392-466-2%$2.2M$2.0M-$171.5K2026-10-22
Measured Risk Portfolios, Inc.
INCREASED29,79329,495+298+1%$2.1M$2.0M-$115.9K2026-10-21
Lmcg Investments, LLC
INCREASED29,76628,675+1,091+4%$2.1M$2.0M-$58.7K2026-10-21
Silverlake Wealth Management LLC
DECREASED29,60830,401-793-3%$2.2M$2.0M-$193.6K2026-10-21
Mechanics Bank Trust Department
DECREASED29,54732,344-2,797-9%$2.3M$2.0M-$337.5K2026-10-13
Axxcess Wealth Management, LLC
DECREASED29,49731,448-1,951-6%$2.3M$2.0M-$276.4K2026-10-21
Beacon Financial Group
INCREASED29,43628,882+554+2%$2.1M$2.0M-$95.8K2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED29,10818,832+10,276+55%$1.4M$2.0M+$565.6K2026-10-13
Integrated Advisors Network LLC
INCREASED29,03228,916+116+0%$2.1M$2.0M-$125.6K2026-10-20
Lynch & Associates
DECREASED28,92129,424-503-2%$2.1M$1.9M-$169.5K2026-10-13
Quadrant Capital Group LLC
INCREASED28,83128,315+516+2%$2.0M$2.1M+$25.9K2026-10-20
Hilton Head Capital Partners, LLC
DECREASED28,70730,290-1,583-5%$2.2M$1.9M-$246.3K2026-10-23
Crestwood Advisors Group, LLC
DECREASED28,69729,799-1,102-4%$2.1M$1.9M-$211.6K2026-10-27
Parsons Capital Management Inc
DECREASED28,43528,553-1180%$2.1M$1.9M-$139.6K2026-10-28
Maia Wealth LLC
INCREASED28,37723,304+5,073+22%$1.7M$1.9M+$234.2K2026-10-19
M Holdings Securities, Inc.
INCREASED28,33828,336+2+0%$2.1K$2.2K+$602026-11-03
Applied Capital LLC
INCREASED28,22127,831+390+1%$2.0M$1.9M-$102.0K2026-10-07
Aprio Wealth Management, LLC
INCREASED28,10527,111+994+4%$2.0M$1.9M-$58.1K2026-10-28
Jacobi Capital Management LLC
INCREASED27,51827,220+298+1%$2.0M$1.9M-$105.4K2026-11-05
Donoghue Forlines LLC
INCREASED27,45723,663+3,794+16%$1.7M$1.8M+$146.4K2026-11-02
Waters Parkerson & Co., LLC
DECREASED27,36128,004-643-2%$2.0M$1.8M-$172.4K2026-11-04
Left Brain Wealth Management, LLC
DECREASED27,33327,518-185-1%$2.0M$1.8M-$139.3K2026-10-28
Blue Capital, Inc.
INCREASED27,22118,816+8,405+45%$1.4M$1.8M+$479.3K2026-10-13
Wedmont Private Capital
INCREASED27,20722,967+4,240+18%$1.6M$1.9M+$294.3K2026-10-09
Todd Wealth Management, LLC
DECREASED27,17427,231-570%$2.0M$1.8M-$129.4K2026-10-19
Key Client Fiduciary Advisors, LLC
INCREASED27,08525,757+1,328+5%$1.9M$1.8M-$29.3K2026-10-19
AlphaStar Capital Management, LLC
DECREASED27,02129,683-2,662-9%$2.1M$1.8M-$316.1K2026-10-16
Retirement Planning Group, LLC
INCREASED26,96224,648+2,314+9%$1.8M$1.8M+$42.2K2026-10-19
First Bank & Trust
INCREASED26,67921,165+5,514+26%$1.5M$1.8M+$273.7K2026-10-19
Rossmore Private Capital
UNCHANGED26,35526,35500%$1.9M$1.8M-$120.2K2026-10-27
OmniStar Financial Group, Inc.
INCREASED26,2537,899+18,354+232%$568.4K$1.8M+$1.2M2026-10-26
Valeo Financial Advisors, LLC
DECREASED26,22127,560-1,339-5%$2.0M$1.8M-$217.2K2026-10-08
VestGen Advisors, LLC
DECREASED26,08828,379-2,291-8%$2.0M$1.8M-$285.1K2026-10-27
Salem Investment Counselors Inc
INCREASED25,98325,345+638+3%$1.8M$1.8M-$73.0K2026-10-13
Wiregrass Investment Management LLC
INCREASED25,90917,774+8,135+46%$1.3M$1.7M+$465.8K2026-11-05
Means Investment Co., Inc.
DECREASED25,81626,781-965-4%$1.9M$1.7M-$188.4K2026-11-03
Westwind Capital
INCREASED25,70124,812+889+4%$1.8M$1.7M-$54.0K2026-10-08
Meadowbrook Wealth Management, LLC
NEW25,583—+25,583——$1.7M—2026-10-08
Bison Wealth, LLC
INCREASED25,43623,043+2,393+10%$1.7M$1.8M+$166.4K2026-10-13
San Luis Wealth Advisors LLC
INCREASED25,34525,206+139+1%$1.8M$1.7M-$106.8K2026-10-27
Cascade Investment Group, Inc.
DECREASED25,24725,547-300-1%$1.8M$1.7M-$138.0K2026-10-13
Everett Harris & Co
INCREASED25,23521,810+3,425+16%$1.6M$1.7M+$130.1K2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED25,06835,634-10,566-30%$2.6M$1.7M-$875.8K2026-10-22
Burke & Herbert Bank & Trust Co
INCREASED24,98424,692+292+1%$1.8M$1.7M-$94.2K2026-11-02
Hohimer Wealth Management, LLC
INCREASED24,85524,849+6+0%$1.8M$1.7M-$114.1K2026-11-04
Soltis Investment Advisors LLC
INCREASED24,75216,181+8,571+53%$1.2M$1.7M+$502.6K2026-10-28
Flagship Harbor Advisors, LLC
INCREASED24,42924,272+157+1%$1.7M$1.6M-$101.3K2026-10-26
First City Capital Management, Inc.
DECREASED24,38825,483-1,095-4%$1.8M$1.6M-$191.2K2026-10-27
Wedgewood Investors Inc
DECREASED24,09125,940-1,849-7%$1.9M$1.6M-$244.1K2026-10-28
Joel Isaacson & Co., LLC
INCREASED23,99423,324+670+3%$1.7M$1.6M-$62.5K2026-11-05
Spire Wealth Management
DECREASED23,85928,416-4,557-16%$2.0M$1.6M-$437.7K2026-10-30
Retirement Guys Formula LLC
INCREASED23,60523,015+590+3%$1.7M$1.6M-$65.0K2026-10-26
Quilter Plc
UNCHANGED23,59323,59300%$1.7M$1.6M-$108.8K2026-10-21
Delta Capital Management LLC
DECREASED23,55523,735-180-1%$1.7M$1.6M-$122.0K2026-10-16
Chicago Trust Co NA
DECREASED23,46923,676-207-1%$1.7M$1.6M-$123.1K2026-10-28
Clear Creek Financial Management, LLC
DECREASED23,45123,456-50%$1.7M$1.6M-$108.5K2026-10-28
Aspetuck Financial Management LLC
INCREASED23,29422,875+419+2%$1.6M$1.6M-$77.2K2026-11-04
Brady Martz Wealth Solutions, LLC
DECREASED23,28225,218-1,936-8%$1.8M$1.6M-$246.6K2026-11-05
Sky Investment Group LLC
NEW23,247—+23,247——$1.6M—2026-10-30
Ignite Planners, LLC
INCREASED23,11121,567+1,544+7%$1.6M$1.6M+$4.2K2026-10-14
Raleigh Capital Management Inc.
INCREASED22,94022,788+152+1%$1.6M$1.5M-$94.8K2026-10-28
KMG Fiduciary Partners, LLC
DECREASED22,83023,273-443-2%$1.7M$1.5M-$137.1K2026-10-14
Forvis Mazars Wealth Advisors, LLC
INCREASED22,71822,439+279+1%$1.6M$1.5M-$84.6K2026-10-13
Certified Advisory Corp
DECREASED22,68723,710-1,023-4%$1.7M$1.5M-$178.2K2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED22,54818,732+3,816+20%$1.3M$1.5M+$170.6K2026-10-21
Prairie Advisory, LLC
INCREASED22,46610,610+11,856+112%$763.4K$1.5M+$749.4K2026-10-19
V-Square Quantitative Management LLC
INCREASED22,43619,357+3,079+16%$1.4M$1.5M+$118.1K2026-10-15
NorthCrest Asset Manangement, LLC
INCREASED22,3407,412+14,928+201%$530.6K$1.6M+$1.1M2026-10-13
First Horizon Corp
DECREASED22,26522,907-642-3%$1.6M$1.5M-$148.8K2026-10-26
Lantz Financial LLC
INCREASED22,15522,098+57+0%$1.6M$1.5M-$98.1K2026-10-15
LEE Danner & Bass Inc
DECREASED22,13922,539-400-2%$1.6M$1.5M-$130.8K2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED22,08717,615+4,472+25%$1.3M$1.5M+$219.9K2026-10-14
Invariant Investment Management
INCREASED21,89618,974+2,922+15%$1.4M$1.5M+$110.9K2026-10-08
WealthCare Asset Management, LLC
DECREASED21,76830,232-8,464-28%$2.2M$1.5M-$709.4K2026-10-26
GoalVest Advisory LLC
INCREASED21,72221,275+447+2%$1.5M$1.5M-$68.0K2026-10-02
Viewpoint Capital Management LLC
INCREASED21,68618,431+3,255+18%$1.3M$1.5M+$134.3K2026-10-27
Burney Co/
DECREASED21,66822,012-344-2%$1.6M$1.5M-$124.6K2026-10-15
Wagner Wealth Management, LLC
INCREASED21,51917,985+3,534+20%$1.3M$1.4M+$155.1K2026-10-21
Caldwell Trust Co
DECREASED21,48522,385-900-4%$1.6M$1.4M-$163.8K2026-10-30
Beese Fulmer Investment Management, Inc.
INCREASED21,30918,933+2,376+13%$1.4M$1.5M+$95.5K2026-10-23
ICW Investment Advisors LLC
INCREASED21,29421,035+259+1%$1.5M$1.4M-$79.5K2026-10-27
AdvisorNet Financial, Inc
DECREASED21,27121,557-286-1%$1.6M$1.6M+$4.5K2026-10-15
Onyx Bridge Wealth Group LLC
DECREASED21,16621,497-331-2%$1.5M$1.4M-$121.4K2026-10-16
Ferguson Wellman Capital Management, Inc
INCREASED21,12820,140+988+5%$1.4M$1.4M-$26.3K2026-10-05
MCF Advisors LLC
INCREASED20,83720,471+366+2%$1.5M$1.4M-$66.1K2026-10-28
Gateway Investment Advisers LLC
INCREASED20,79818,806+1,992+11%$1.4M$1.4M+$47.4K2026-10-13
Traynor Capital Management, Inc.
INCREASED20,73419,172+1,562+8%$1.4M$1.4M+$16.8K2026-10-29
Redhawk Wealth Advisors, Inc.
DECREASED20,72520,926-201-1%$1.5M$1.4M-$110.0K2026-10-14
Parcion Private Wealth LLC
INCREASED20,67812,981+7,697+59%$934.0K$1.4M+$458.5K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED20,42312,128+8,295+68%$872.6K$1.4M+$502.7K2026-11-04
Franklin Street Advisors Inc
INCREASED20,36220,356+6+0%$1.5M$1.4M-$93.4K2026-10-13
HCR Wealth Advisors
INCREASED20,34120,149+192+1%$1.4M$1.4M-$80.0K2026-10-15
XXI Wealth, LLC
INCREASED20,22718,297+1,930+11%$1.3M$1.4M+$45.6K2026-10-22
Cidel Asset Management Inc
INCREASED20,15818,984+1,174+6%$1.4M$1.4M-$8.5K2026-10-29
Alkeme Wealth, LLC
DECREASED20,14020,579-439-2%$1.5M$1.4M-$124.4K2026-10-08
Independent Wealth Network Inc.
INCREASED20,10617,642+2,464+14%$1.3M$1.4M+$84.5K2026-10-19
Ipswich Investment Management Co., Inc.
DECREASED20,09520,845-750-4%$1.5M$1.4M-$146.6K2026-10-13
First Nebraska Trust Co
UNCHANGED19,92119,92100%$1.4M$1.3M-$91.8K2026-10-30
Brindle & Bay Financial Advisors, LLC
INCREASED19,70213,832+5,870+42%$995.2K$1.3M+$331.5K2026-10-15
Premier Path Wealth Partners, LLC
DECREASED19,66619,772-106-1%$1.4M$1.3M-$98.3K2026-10-16
Mather Group, Llc.
DECREASED19,65219,996-344-2%$1.4M$1.3M-$115.3K2026-10-14
Moody National Bank Trust Division
INCREASED19,57118,292+1,279+7%$1.3M$1.3M+$1.8K2026-10-06
Shrier Wealth Management, LLC
DECREASED19,53919,826-287-1%$1.4M$1.3M-$110.7K2026-10-20
Stillwater Wealth Management Group
DECREASED19,52024,163-4,643-19%$1.7M$1.3M-$424.1K2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED19,49919,403+96+0%$1.4M$1.3M-$83.0K2026-10-23
D'Orazio & Associates, Inc.
DECREASED19,33719,483-146-1%$1.4M$1.3M-$99.6K2026-11-04
Goelzer Investment Management, Inc.
DECREASED19,28020,023-743-4%$1.4M$1.3M-$142.3K2026-10-16
Fourpath Capital Management, LLC
DECREASED19,19419,339-145-1%$1.4M$1.3M-$98.9K2026-10-19
Achmea Investment Management B.V.
NEW19,192—+19,192——$1.3M—2026-10-30
Langley Wealth Management, LLC
INCREASED19,04513,700+5,345+39%$985.7K$1.3M+$296.7K2026-11-04
Patriot Financial Group Insurance Agency, LLC
DECREASED19,03227,718-8,686-31%$2.0M$1.3M-$712.6K2026-10-14
Heritage Investors Management Corp
DECREASED18,86220,281-1,419-7%$1.5M$1.3M-$189.0K2026-10-29
Fiduciary Alliance LLC
INCREASED18,86218,113+749+4%$1.3M$1.3M-$33.1K2026-10-13
Allegheny Financial Group
INCREASED18,73818,645+93+1%$1.3M$1.3M-$79.7K2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
INCREASED18,70816,474+2,234+14%$1.2M$1.3M+$74.5K2026-10-15
Michels Family Financial, LLC
INCREASED18,66318,592+71+0%$1.3M$1.3M-$80.9K2026-11-02
Meridian Wealth Management, LLC
INCREASED18,54518,396+149+1%$1.3M$1.2M-$72.4K2026-11-05
Wealth Alliance Advisory Group, LLC
DECREASED18,52119,876-1,355-7%$1.4M$1.2M-$182.9K2026-10-14
Perpetual Ltd
INCREASED18,51615,232+3,284+22%$1.1M$1.2M+$150.9K2026-10-13
Blue Trust, Inc.
INCREASED18,47717,171+1,306+8%$1.2M$1.2M+$8.8K2026-10-15
Kanawha Capital Management LLC
DECREASED18,44118,503-620%$1.3M$1.2M-$89.5K2026-10-19
Park National Corp
DECREASED18,42018,555-135-1%$1.3M$1.2M-$94.6K2026-10-05
Avidian Wealth Enterprises, LLC
DECREASED18,38022,549-4,169-18%$1.6M$1.2M-$384.7K2026-10-08
Lazari Capital Management, Inc.
DECREASED18,34518,389-440%$1.3M$1.2M-$87.7K2026-10-20
Paradigm Asset Management Co LLC
DECREASED18,30020,300-2,000-10%$1.5M$1.2M-$228.3K2026-11-05
Dudley Capital Management, LLC
DECREASED18,18518,218-330%$1.3M$1.2M-$86.2K2026-10-23
Beutel, Goodman & Co Ltd.
UNCHANGED18,00018,00000%$1.3M$1.2M-$83.0K2026-11-04
Ted Buchan & Co
DECREASED17,96718,179-212-1%$1.3M$1.2M-$98.0K2026-10-23
Center For Asset Management LLC
DECREASED17,94020,895-2,955-14%$1.5M$1.2M-$295.3K2026-10-16
Mid-American Wealth Advisory Group, Inc.
DECREASED17,91218,172-260-1%$1.3M$1.2M-$101.3K2026-10-21
Salvus Wealth Management, LLC
INCREASED17,88016,449+1,431+9%$1.2M$1.2M+$20.5K2026-10-13
Valicenti Advisory Services Inc
DECREASED17,77218,297-525-3%$1.3M$1.2M-$119.0K2026-10-23
Avestar Capital, LLC
INCREASED17,74314,090+3,653+26%$1.0M$1.2M+$181.0K2026-10-28
Excalibur Management Corp
DECREASED17,66517,741-760%$1.3M$1.2M-$86.9K2026-11-02
Oliver Luxxe Assets LLC
UNCHANGED17,61017,61000%$1.3M$1.2M-$81.2K2026-10-14
Searle & Co.
DECREASED17,57823,760-6,182-26%$1.7M$1.2M-$525.8K2026-11-04
Roman Butler Fullerton & Co
INCREASED17,47214,443+3,029+21%$1.0M$1.3M+$256.5K2026-10-27
Benchmark Financial Wealth Advisors, LLC
DECREASED17,42118,606-1,185-6%$1.3M$1.2M-$165.6K2026-10-20
Moody Lynn Lieberson & Walker, LLC
INCREASED17,36815,654+1,714+11%$1.1M$1.2M+$43.3K2026-10-14
Principle Wealth Partners LLC
INCREASED17,30416,767+537+3%$1.2M$1.2M-$41.1K2026-11-02
Childress Capital Advisors, LLC
DECREASED17,16717,673-506-3%$1.3M$1.2M-$115.5K2026-10-28
Modera Wealth Management, LLC
DECREASED17,05917,139-800%$1.2M$1.1M-$84.4K2026-10-28
Grove Bank & Trust
INCREASED16,89016,799+91+1%$1.2M$1.1M-$71.3K2026-10-08
Philadelphia Trust Co
DECREASED16,87417,124-250-1%$1.2M$1.1M-$96.0K2026-11-05
Alchemi Wealth, LLC
INCREASED16,72616,096+630+4%$1.2M$1.1M-$31.7K2026-11-04
Curated Wealth Partners LLC
NEW16,580—+16,580——$1.1M—2026-10-15
Value Investment Professionals, LLC
INCREASED16,57316,485+88+1%$1.2M$1.1M-$70.0K2026-10-13
Rudd Co d/b/a Styre Wealth
NEW16,551—+16,551——$1.2M—2026-10-29
Woodward Diversified Capital, LLC
INCREASED16,39616,102+294+2%$1.2M$1.1M-$54.4K2026-10-21
Pension & Wealth Management Advisors, Inc.
INCREASED16,37214,686+1,686+11%$1.1M$1.1M+$45.8K2026-10-16
Lanark Financial, Inc.
INCREASED16,30915,704+605+4%$1.1M$1.1M-$31.7K2026-10-26
Westbourne Investment Advisors, Inc.
UNCHANGED16,09916,09900%$1.2M$1.1M-$74.2K2026-10-20
MTM Investment Management, LLC
INCREASED16,09816,091+7+0%$1.2M$1.1M-$73.7K2026-10-30
Triad Wealth Partners, LLC
DECREASED16,00318,930-2,927-15%$1.3M$1.1M-$214.5K2026-10-26
Centennial Wealth Advisory LLC
INCREASED15,88614,578+1,308+9%$1.0M$1.1M+$21.0K2026-10-16
Arvest Investments, Inc.
INCREASED15,80615,735+71+0%$1.1M$1.1M-$67.8K2026-10-21
Intrua Financial, LLC
DECREASED15,63716,637-1,000-6%$1.2M$1.1M-$144.1K2026-10-28
Cigna Investments Inc
DECREASED15,59615,862-266-2%$1.1M$1.1M-$92.0K2026-10-19
Welch & Forbes LLC
DECREASED15,42915,504-750%$1.1M$1.0M-$76.5K2026-11-04
Winnacle Wealth LLC
DECREASED15,38517,154-1,769-10%$1.2M$1.0M-$198.2K2026-10-15
Alpha Omega Wealth Management LLC
DECREASED15,37715,614-237-2%$1.1M$1.0M-$87.9K2026-10-23
Galvin, Gaustad & Stein, LLC
DECREASED15,27315,369-96-1%$1.1M$1.0M-$77.3K2026-10-08
TigerOak Management, L.L.C.
DECREASED15,18615,328-142-1%$1.1M$1.0M-$80.2K2026-10-23
Royal Palms Capital LLC
UNCHANGED15,18115,18100%$1.1M$1.0M-$70.0K2026-10-23
Nations Financial Group Inc,
INCREASED15,15010,666+4,484+42%$767.4K$1.0M+$252.8K2026-11-05
CWS Financial Advisors, LLC
INCREASED15,05914,868+191+1%$1.1M$1.0M-$55.7K2026-10-16
Cobblestone Asset Management LLC
INCREASED15,05011,312+3,738+33%$813.9K$1.0M+$199.6K2026-10-13
North Star Investment Management Corp.
DECREASED15,02315,363-340-2%$1.1M$1.0M-$93.7K2026-10-27
Strategic Blueprint, LLC
INCREASED15,00612,519+2,487+20%$900.8K$1.0M+$109.7K2026-10-22
Compagnie Lombard Odier SCmA
UNCHANGED15,00015,00000%$1.1M$1.0M-$69.2K2026-11-04
SeaCrest Wealth Management, LLC
DECREASED14,96317,357-2,394-14%$1.2M$1.0M-$241.2K2026-10-21
WealthPLAN Partners, LLC
INCREASED14,96214,627+335+2%$1.1M$1.0M-$44.9K2026-10-15
First Merchants Corp
INCREASED14,81312,800+2,013+16%$921.0K$997.5K+$76.5K2026-10-15
Courier Capital LLC
INCREASED14,70414,621+83+1%$1.1M$990.2K-$61.8K2026-10-19
Tompkins Financial Corp
UNCHANGED14,68514,68500%$1.1M$988.9K-$67.7K2026-10-05
Cape Investment Advisory, Inc.
INCREASED14,62112,465+2,156+17%$896.9K$984.6K+$87.7K2026-10-13
Plimoth Trust Co LLC
DECREASED14,61814,713-95-1%$1.1M$984.4K-$74.2K2026-10-26
Capstone Capital Management Ltd
INCREASED14,60810,951+3,657+33%$787.9K$983.7K+$195.8K2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED14,55413,588+966+7%$977.7K$980.1K+$2.4K2026-10-27
Bill Few Associates, Inc.
INCREASED14,52314,519+4+0%$1.0M$978.0K-$66.6K2026-10-09
Calamos Wealth Management LLC
INCREASED14,46514,272+193+1%$1.0M$974.1K-$52.8K2026-11-02
Highland Financial Advisors, LLC
UNCHANGED14,43714,43700%$1.0M$972.2K-$66.6K2026-10-19
Signal Advisors Wealth, LLC
INCREASED14,37610,326+4,050+39%$742.9K$968.1K+$225.2K2026-10-13
Profund Advisors LLC
DECREASED14,34214,985-643-4%$1.1M$965.8K-$112.4K2026-10-29
Wolff Financial Management LLC
INCREASED14,33614,334+2+0%$1.0M$965.4K-$65.9K2026-10-23
Horst & Graben Wealth Management LLC
INCREASED14,33214,195+137+1%$1.0M$965.1K-$50.4K2026-11-02
Gilliland Jeter Wealth Management LLC
INCREASED14,30914,278+31+0%$1.0M$963.6K-$63.8K2026-10-28
Xcel Wealth Management, LLC
INCREASED14,22514,007+218+2%$1.0M$957.9K-$49.9K2026-10-26
Koenig Investment Advisory, LLC
UNCHANGED14,14814,14800%$1.0M$952.7K-$65.2K2026-10-09
Partners Wealth Management, LLC
INCREASED14,1018,676+5,425+63%$624.2K$965.1K+$340.9K2026-10-28
Samalin Investment Counsel, LLC
INCREASED14,10113,810+291+2%$993.7K$949.6K-$44.1K2026-10-23
Diversified Enterprises, LLC
DECREASED14,09914,487-388-3%$1.0M$949.4K-$92.9K2026-10-19
Miller Financial Services LLC
DECREASED14,05914,107-480%$1.0M$946.7K-$68.3K2026-10-20
Guardian Partners Inc.
UNCHANGED14,00014,00000%$1.0M$942.8K-$64.5K2026-10-21
Capital Advisors Wealth Management, LLC
INCREASED13,99313,841+152+1%$995.8K$942.3K-$53.5K2026-10-09
Parkside Financial Bank & Trust
DECREASED13,98614,036-500%$1.0M$941.8K-$68.1K2026-10-27
Aviance Capital Partners, LLC
DECREASED13,92214,235-313-2%$1.0M$937.5K-$86.7K2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
INCREASED13,90912,809+1,100+9%$923.0K$936.7K+$13.7K2026-10-29
Eastern Bank
INCREASED13,90413,030+874+7%$937.5K$936.3K-$1.2K2026-10-05
American National Bank & Trust
DECREASED13,85614,112-256-2%$1.0M$933.1K-$82.3K2026-10-07
Pinion Investment Advisors, LLC
DECREASED13,85314,971-1,118-7%$1.1M$932.9K-$144.3K2026-11-04
International Private Wealth Advisors LLC
INCREASED13,8238,873+4,950+56%$638.4K$930.8K+$292.4K2026-11-05
SP Asset Management LLC
INCREASED13,81913,644+175+1%$981.7K$930.6K-$51.2K2026-11-05
Ardent Capital Management, Inc.
DECREASED13,76513,910-145-1%$1.0M$926.9K-$73.9K2026-10-16
Signature Wealth Management Partners, LLC
INCREASED13,64713,645+2+0%$981.8K$919.0K-$62.8K2026-10-21
Chicago Capital, LLC
INCREASED13,60613,605+1+0%$978.9K$916.2K-$62.6K2026-10-13
Compass Financial Management LLC
DECREASED13,56614,284-718-5%$1.0M$913.6K-$99.0K2026-10-30
Hazlett, Burt & Watson, Inc.
UNCHANGED13,49213,49200%$933.0K$891.0K-$42.0K2026-11-04
MBA Advisors LLC
DECREASED13,45313,525-72-1%$973.1K$905.9K-$67.2K2026-10-29
Patten & Patten Inc
DECREASED13,41813,784-366-3%$991.8K$903.5K-$88.2K2026-10-26
MBL Wealth, LLC
INCREASED13,4097,763+5,646+73%$558.5K$902.9K+$344.4K2026-10-22
Beverly Hills Private Wealth, LLC
INCREASED13,39810,786+2,612+24%$776.1K$902.2K+$126.2K2026-11-04
Rakuten Securities, Inc.
INCREASED13,37112,797+574+4%$920.7K$900.4K-$20.3K2026-11-02
Elyxium Wealth, LLC
DECREASED13,34414,264-920-6%$1.0M$898.6K-$127.7K2026-10-27
Exchange Bank
UNCHANGED13,29713,29700%$956.7K$895.4K-$61.3K2026-10-07
Davis Capital Management
DECREASED13,26113,267-60%$954.6K$893.0K-$61.6K2026-10-08
Victory Financial Group, LLC
INCREASED13,2433,721+9,522+256%$267.7K$891.8K+$624.1K2026-10-27
Williams Jones Wealth Management, Llc.
DECREASED13,09714,780-1,683-11%$1.1M$882.0K-$181.5K2026-11-05
Hilltop National Bank
INCREASED13,08712,987+100+1%$934.4K$881.3K-$53.1K2026-10-14
Columbia Asset Management
INCREASED13,06512,890+175+1%$927.4K$879.8K-$47.6K2026-10-19
Walker Asset Management, LLC
INCREASED13,05612,965+91+1%$932.9K$879.2K-$53.7K2026-10-13
Raab & Moskowitz Asset Management LLC
UNCHANGED13,03613,03600%$937.9K$877.8K-$60.1K2026-11-02
Kendall Capital Management
INCREASED13,03212,932+100+1%$930.5K$877.6K-$52.9K2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED13,00513,00500%$935.7K$875.8K-$60.0K2026-10-22
Taylor & Morgan Wealth Management, LLC
INCREASED12,95312,757+196+2%$917.9K$872.3K-$45.6K2026-10-09
Mogy Joel R Investment Counsel Inc
UNCHANGED12,95012,95000%$931.8K$872.1K-$59.7K2026-10-13
Burns J W & Co Inc
INCREASED12,87412,764+110+1%$918.4K$866.9K-$51.4K2026-10-20
Baron Wealth Management LLC
DECREASED12,84912,924-75-1%$929.9K$865.3K-$64.6K2026-10-27
Ejmk Ventures LLC
INCREASED12,8357,192+5,643+78%$520.5K$869.6K+$349.1K2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED12,80812,476+332+3%$898.0K$862.5K-$35.5K2026-10-13
Linscomb Wealth, Inc.
DECREASED12,79813,314-516-4%$957.9K$861.8K-$96.1K2026-11-05
Gables Capital Management Inc.
DECREASED12,77612,926-150-1%$930.0K$860.3K-$69.7K2026-11-04
Sterling Investment Management, LLC
INCREASED12,76912,535+234+2%$901.9K$859.9K-$42.0K2026-10-16
Godsey & Gibb, Inc
INCREASED12,71412,695+19+0%$913.4K$856.2K-$57.2K2026-10-14
Spirit of America Management Corp
UNCHANGED12,65012,65000%$910.2K$851.9K-$58.3K2026-10-14
XML Financial, LLC
DECREASED12,63712,678-410%$912.2K$850.9K-$61.3K2026-10-29
PDS Planning, Inc
INCREASED12,55112,427+124+1%$894.2K$845.2K-$48.9K2026-11-03
Cullinan Associates Inc
DECREASED12,50012,600-100-1%$906.6K$841.8K-$64.8K2026-11-03
Trust Point Inc.
INCREASED12,49410,532+1,962+19%$757.8K$841.3K+$83.6K2026-10-27
Stonebridge Financial Group, LLC
INCREASED12,47712,214+263+2%$878.8K$840.2K-$38.6K2026-10-01
Virtue Capital Management, LLC
INCREASED12,46111,577+884+8%$833.0K$839.2K+$6.2K2026-10-29
Johnson & White Wealth Management, LLC
DECREASED12,43212,434-20%$894.6K$837.2K-$57.4K2026-11-03
Lewis Asset Management, LLC
UNCHANGED12,42212,42200%$893.8K$850.3K-$43.5K2026-10-14
Foster Group, Inc.
INCREASED12,36312,248+115+1%$881.3K$832.5K-$48.8K2026-10-13
Clark Financial Services Group Inc
INCREASED12,34711,215+1,132+10%$806.9K$831.4K+$24.5K2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED12,33213,774-1,442-10%$991.1K$830.5K-$160.6K2026-10-15
Founders Financial Securities LLC
INCREASED12,28111,759+522+4%$846.1K$827.0K-$19.1K2026-10-28
Neville Rodie & Shaw Inc
UNCHANGED12,22812,22800%$880.0K$823-$879.2K2026-10-05
FCG Investment Co
INCREASED12,1779,742+2,435+25%$700.9K$820.0K+$119.1K2026-10-13
BridgePort Financial Solutions, LLC
INCREASED12,14210,551+1,591+15%$759.1K$817.6K+$58.5K2026-11-02
Kennedy Investment Group, Inc.
INCREASED12,12812,116+12+0%$871.8K$816.7K-$55.1K2026-10-21
Iams Wealth Management, LLC
INCREASED12,1019,876+2,225+23%$710.6K$814.9K+$104.3K2026-10-15
Summit Place Financial Advisors, LLC
NEW12,086—+12,086——$813.9K—2026-10-23
Symmetry Partners, LLC
DECREASED12,06714,235-2,168-15%$1.0M$812.6K-$211.6K2026-10-27
Narwhal Capital Management
UNCHANGED12,04512,04500%$866.6K$811.1K-$55.5K2026-11-04
Forum Financial Management, LP
DECREASED12,03814,414-2,376-16%$1.0M$810.6K-$226.5K2026-10-16
Mosley Wealth Management
INCREASED12,0209,990+2,030+20%$718.8K$887.5K+$168.7K2026-10-16
Alta Advisers Ltd
INCREASED11,9976,164+5,833+95%$443.5K$807.9K+$364.4K2026-11-02
Old Peak Finance LLC
INCREASED11,99411,920+74+1%$857.7K$807.7K-$50.0K2026-11-02
Grimes & Co Wealth Management, LLC
DECREASED11,95413,512-1,558-12%$972.2K$805.0K-$167.2K2026-10-29
Badgley Phelps Wealth Managers, LLC
DECREASED11,90112,766-865-7%$931.5K$814.6K-$116.9K2026-10-22
Manske Wealth Management
DECREASED11,85211,919-67-1%$857.6K$798.1K-$59.5K2026-10-26
Resonant Capital Advisors, LLC
DECREASED11,82212,163-341-3%$888.2K$809.2K-$79.0K2026-10-15
XY Planning Network, Inc.
INCREASED11,73811,610+128+1%$835.3K$790.4K-$44.9K2026-10-14
Advisor OS, LLC
INCREASED11,66911,001+668+6%$791.5K$785.8K-$5.7K2026-11-03
Rahlfs Capital, LLC
UNCHANGED11,59711,59700%$834.4K$780.9K-$53.5K2026-10-23
Tanager Wealth Management LLP
INCREASED11,59111,578+13+0%$833.1K$780.6K-$52.5K2026-10-19
Wealth Quarterback LLC
INCREASED11,58111,548+33+0%$830.9K$779.9K-$51.0K2026-10-20
KCM Investment Advisors LLC
INCREASED11,57511,263+312+3%$810.4K$779.5K-$30.9K2026-10-27
BAM Wealth Management, LLC
INCREASED11,5409,377+2,163+23%$674.7K$777.1K+$102.4K2026-10-15
TrinityBridge Ltd
DECREASED11,48711,592-105-1%$834.0K$773.0K-$61.0K2026-10-30
Vista Investment Partners LLC
DECREASED11,36311,365-20%$817.7K$765.2K-$52.5K2026-10-08
Main Street Group, LTD
INCREASED11,35210,809+543+5%$777.7K$764.5K-$13.2K2026-10-28
Romano Brothers and Company
INCREASED11,31510,076+1,239+12%$725.0K$762.0K+$37.0K2026-10-22
Gerber, LLC
INCREASED11,30011,298+2+0%$812.9K$760.9K-$52.0K2026-10-21
Occidental Asset Management, LLC
DECREASED11,25123,794-12,543-53%$1.7M$757.7K-$954.3K2026-11-05
Argyle Capital Partners, LLC
INCREASED11,20710,969+238+2%$789.2K$754.7K-$34.5K2026-10-23
StoneX Group Inc.
DECREASED11,19014,803-3,613-24%$1.1M$766.0K-$313.7K2026-11-03
Aaron Wealth Advisors LLC
INCREASED11,1289,988+1,140+11%$718.6K$749.4K+$30.7K2026-10-13
Portside Wealth Group, LLC
INCREASED11,1239,956+1,167+12%$716.3K$749.1K+$32.7K2026-10-20
Titleist Asset Management, LLC
INCREASED11,11910,142+977+10%$729.7K$748.8K+$19.1K2026-10-08
Cortland Associates Inc
INCREASED11,07910,948+131+1%$788.0K$746.0K-$42.0K2026-10-29
Rossby Financial, LCC
INCREASED11,07210,177+895+9%$732.2K$745.6K+$13.4K2026-11-05
Enzi Wealth
INCREASED10,99910,976+23+0%$770.1K$787.1K+$17.0K2026-10-14
BIP Wealth, LLC
INCREASED10,97610,916+60+1%$785.4K$739.1K-$46.3K2026-10-22
Sowa Financial Group, Inc.
INCREASED10,91910,850+69+1%$781.0K$735.0K-$46.0K2026-10-26
Americana Partners, LLC
INCREASED10,8907,747+3,143+41%$557.4K$733.4K+$175.9K2026-10-28
Monument Capital Management
INCREASED10,8719,623+1,248+13%$692.4K$732.0K+$39.7K2026-10-09
TFC Financial Management, Inc.
UNCHANGED10,86210,86200%$781.5K$731.4K-$50.1K2026-10-26
PKS Advisory Services, LLC
UNCHANGED10,85610,85600%$781.0K$781.0K$02026-10-26
Smith Salley Wealth Management
INCREASED10,8519,095+1,756+19%$654.4K$730.7K+$76.4K2026-11-03
Leo Wealth, LLC
NEW10,802—+10,802——$727.4K—2026-10-26
Towne Trust Company, N.a
DECREASED10,79812,889-2,091-16%$927.4K$727.1K-$200.2K2026-10-28
Bath Savings Trust Co
UNCHANGED10,77610,77600%$775.3K$725.7K-$49.7K2026-10-07
City State Bank
DECREASED10,73011,000-270-2%$791.5K$722.6K-$68.9K2026-10-20
St. Louis Trust Co
UNCHANGED10,70010,70000%$500.7K$720.5K+$219.8K2026-11-03
American Financial & TAX Strategies Inc
UNCHANGED10,67110,67100%$767.8K$718.6K-$49.2K2026-10-16
Woodmont Investment Counsel LLC
INCREASED10,66910,644+25+0%$765.9K$718.5K-$47.4K2026-10-29
Stirlingshire Investments, Inc.
DECREASED10,63114,704-4,073-28%$1.1M$727.8K-$344.9K2026-11-05
Greenfield Savings Bank
DECREASED10,63010,760-130-1%$774.2K$715.8K-$58.4K2026-10-07
Brown Miller Wealth Management, LLC
UNCHANGED10,60010,60000%$762.7K$713.8K-$48.9K2026-11-02
Orca Wealth Management, LLC
INCREASED10,5843,993+6,591+165%$287.3K$712.7K+$425.5K2026-10-14
Supplemental Annuity Collective Trust of NJ
DECREASED10,56510,711-146-1%$770.7K$711.4K-$59.2K2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
INCREASED10,55710,291+266+3%$740.4K$710.9K-$29.5K2026-10-23
Providence Wealth Advisors, LLC
UNCHANGED10,50010,50000%$767.0K$707.2K-$59.9K2026-10-29
Chapin Davis, Inc.
INCREASED10,46710,463+4+0%$752.8K$704.8K-$48.0K2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED10,43910,775-336-3%$775.3K$703.0K-$72.3K2026-10-14
Center for Wealth Management Advisory
DECREASED10,43811,236-798-7%$808.5K$702.9K-$105.6K2026-10-23
Angeles Wealth Management, LLC
DECREASED10,43711,239-802-7%$820.5K$714.3K-$106.2K2026-10-26
Keystone Wealth Services, LLC
INCREASED10,42810,409+19+0%$748.9K$716.6K-$32.3K2026-11-03
Acorn Wealth Advisors, LLC
DECREASED10,38810,970-582-5%$789.3K$699.5K-$89.8K2026-10-19
Inscription Capital, LLC
DECREASED10,38510,583-198-2%$761.4K$699.3K-$62.1K2026-11-02
Wealth Architects, LLC
DECREASED10,37010,433-63-1%$750.7K$698.4K-$52.3K2026-11-03
SYM Financial Corp
INCREASED10,3087,558+2,750+36%$543.8K$694.1K+$150.4K2026-10-26
Fee-Only Financial Planning, L.C.
UNCHANGED10,30310,30300%$741.3K$693.8K-$47.5K2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED10,29710,29700%$740.9K$740.9K$02026-10-13
Patton Albertson Miller Group, LLC
DECREASED10,28010,666-386-4%$767.4K$692.3K-$75.2K2026-10-26
Univest Financial Corp
INCREASED10,2599,722+537+6%$699.5K$690.8K-$8.7K2026-11-05
Heritage Family Offices, LLP
INCREASED10,2219,867+354+4%$709.9K$688.3K-$21.6K2026-11-02
Balentine LLC
DECREASED10,16311,540-1,377-12%$830.3K$684.4K-$145.9K2026-11-03
180 Wealth Advisors, LLC
DECREASED10,15710,539-382-4%$758.3K$684.0K-$74.3K2026-11-03
Gryphon Financial Partners LLC
INCREASED10,1239,890+233+2%$711.6K$681.7K-$29.9K2026-11-04
Klingman & Associates, LLC
DECREASED10,10011,624-1,524-13%$836.3K$680.1K-$156.2K2026-10-20
Affinity Capital Advisors, LLC
INCREASED10,0628,505+1,557+18%$611.3K$721.2K+$109.9K2026-10-13
Home Federal Bank of Tennessee
INCREASED10,0299,265+764+8%$666.6K$675.4K+$8.7K2026-10-15
Arnhold LLC
UNCHANGED10,00010,00000%$719.5K$673.4K-$46.1K2026-10-26
Guilbault Capital LLC
UNCHANGED9,9049,90400%$712.6K$666.9K-$45.7K2026-10-28
CRA Financial Services, LLC
INCREASED9,8829,575+307+3%$689.0K$665.5K-$23.5K2026-10-16
Fishman JAY A LTD
UNCHANGED9,8359,83500%$707.6K$662.3K-$45.3K2026-10-26
Old Republic International Corp
NEW9,833—+9,833——$662.0K—2026-10-26
Herold Advisors, Inc.
INCREASED9,8009,717+83+1%$701.0K$660.0K-$41.1K2026-10-19
MSH Capital Advisors LLC
INCREASED9,7879,703+84+1%$698.2K$659.0K-$39.1K2026-11-03
Castle Rock Wealth Management, LLC
DECREASED9,77110,082-311-3%$721.3K$669.8K-$51.5K2026-10-09
Cross Staff Investments Inc
DECREASED9,7319,911-180-2%$713.1K$655.3K-$57.8K2026-10-22
National Wealth Management Group, LLC
INCREASED9,7077,505+2,202+29%$540.0K$653.7K+$113.7K2026-10-26
Monarch Capital Management Inc
DECREASED9,6889,718-300%$708.6K$662.2K-$46.4K2026-10-19
Avaii Wealth Management, LLC
DECREASED9,6579,958-301-3%$716.4K$650.4K-$66.1K2026-10-09
Sylvest Advisors, LLC
DECREASED9,61710,267-650-6%$738.7K$647.6K-$91.1K2026-10-26
Peak Financial Advisors LLC
DECREASED9,6159,619-40%$692.1K$647.5K-$44.6K2026-10-28
Tucker Asset Management LLC
DECREASED9,6149,939-325-3%$715.1K$647.4K-$67.8K2026-10-29
Integrity Advisory Solutions, LLC
INCREASED9,6047,567+2,037+27%$544.5K$646.8K+$102.3K2026-10-29
Equitable Trust Co
DECREASED9,5949,615-210%$691.8K$646.1K-$45.7K2026-10-13
QTR Family Wealth, LLC
INCREASED9,5715,869+3,702+63%$422.3K$644.5K+$222.3K2026-11-02
Greatmark Investment Partners, Inc.
UNCHANGED9,5499,54900%$687.1K$643.0K-$44.0K2026-10-28
United Capital Management of KS, Inc.
INCREASED9,5109,426+84+1%$678.2K$640.4K-$37.8K2026-11-04
Hardin Capital Partners, LLC
INCREASED9,4959,493+2+0%$689.6K$639.4K-$50.2K2026-10-09
Tufton Capital Management
INCREASED9,4899,264+225+2%$666.0K$638.0K-$28.0K2026-10-20
Powers Advisory Group, LLC
INCREASED9,4849,411+73+1%$677.1K$638.6K-$38.5K2026-10-14
Machina Capital S.A.S.
DECREASED9,47241,250-31,778-77%$3.0M$637.8K-$2.3M2026-11-05
Concord Wealth Partners
INCREASED9,4269,390+36+0%$675.6K$634.8K-$40.8K2026-11-02
Harbor Investment Advisory, LLC
INCREASED9,4119,000+411+5%$647.6K$633.7K-$13.8K2026-10-13
Duncker Streett & Co Inc
INCREASED9,4079,007+400+4%$648.0K$633.5K-$14.6K2026-10-27
Colonial River Investments, LLC
DECREASED9,3729,770-398-4%$703.0K$631.1K-$71.8K2026-10-19
Financial Planning Hawaii, Inc.
UNCHANGED9,3509,35000%$672.8K$629.7K-$43.1K2026-10-13
Buckhead Capital Management LLC
INCREASED9,3008,823+477+5%$634.8K$626.3K-$8.6K2026-11-03
Skyline Advisors, Inc.
INCREASED9,2959,055+240+3%$651.5K$625.9K-$25.6K2026-11-03
White Lighthouse Investment Management Inc.
INCREASED9,2049,203+1+0%$662.1K$619.8K-$42.4K2026-10-21
TCI Wealth Advisors, Inc.
DECREASED9,1549,263-109-1%$666.4K$616.4K-$50.0K2026-10-30
SAX Wealth Advisors, LLC
INCREASED9,1417,444+1,697+23%$491.3K$615.6K+$124.3K2026-10-13
Montecito Bank & Trust
UNCHANGED9,1199,11900%$656.1K$614.1K-$42.0K2026-10-01
Burns Matteson Capital Management, LLC
NEW9,084—+9,084——$611.7K—2026-10-16
Versant Capital Management, Inc
INCREASED9,0738,555+518+6%$615.5K$611.0K-$4.6K2026-10-02
Simon Quick Advisors, LLC
NEW9,040—+9,040——$608.8K—2026-10-26
Abel Hall, LLC
INCREASED9,0408,738+302+3%$628.7K$608.8K-$19.9K2026-10-19
Allen Capital Group, LLC
INCREASED9,0248,833+191+2%$635.5K$607.7K-$27.8K2026-10-27
Capital Asset Advisory Services LLC
INCREASED9,0188,460+558+7%$608.7K$681.6K+$72.9K2026-10-30
October Effect Ltd
DECREASED8,9279,177-250-3%$660.3K$601.1K-$59.1K2026-10-20
MBE Wealth Management, LLC
INCREASED8,9206,358+2,562+40%$457.4K$600.7K+$143.2K2026-10-26
Wealth Effects LLC
INCREASED8,9088,728+180+2%$628.0K$599.9K-$28.1K2026-10-23
Mindset Wealth Management, LLC
INCREASED8,9038,746+157+2%$629.3K$599.6K-$29.7K2026-10-19
Root Financial Partners, LLC
INCREASED8,8836,341+2,542+40%$456.2K$598.2K+$142.0K2026-10-21
Challenger Wealth Management
INCREASED8,8628,371+491+6%$602.3K$596.8K-$5.5K2026-10-30
Northcape Wealth Management, LLC
DECREASED8,8539,158-305-3%$658.9K$596.2K-$62.8K2026-11-04
ETF Store, Inc.
DECREASED8,8228,826-40%$635.0K$594.1K-$40.9K2026-10-19
One Plus One Wealth Management, LLC
DECREASED8,7989,099-301-3%$654.7K$592.5K-$62.2K2026-10-16
Birch Financial Group, LLC
DECREASED8,79711,128-2,331-21%$800.7K$592.4K-$208.3K2026-10-27
Naples Global Advisors, LLC
DECREASED8,7739,275-502-5%$676.9K$600.0K-$76.9K2026-11-05
Diversified Management Inc
INCREASED8,7587,603+1,155+15%$547.0K$589.8K+$42.7K2026-10-08
William Allan Corp
DECREASED8,7168,731-150%$628.2K$586.9K-$41.3K2026-10-14
Orca Investment Management, LLC
DECREASED8,7158,738-230%$628.7K$586.9K-$41.8K2026-10-29
Syverson Strege & Co
INCREASED8,7078,652+55+1%$622.5K$586.3K-$36.2K2026-11-02
McGlone Suttner Wealth Management, Inc.
INCREASED8,6918,460+231+3%$608.7K$585.3K-$23.4K2026-10-13
Three Magnolias Financial Advisors, LLC
INCREASED8,6505,150+3,500+68%$370.5K$582.5K+$211.9K2026-10-14
Accredited Investors Inc.
INCREASED8,6068,587+19+0%$617.8K$579.5K-$38.3K2026-11-03
Quadcap Wealth Management, LLC
DECREASED8,5798,742-163-2%$629.0K$577.7K-$51.3K2026-11-02
bLong Financial, LLC
UNCHANGED8,5798,57900%$617.3K$577.7K-$39.6K2026-10-29
MMA Asset Management LLC
DECREASED8,56712,998-4,431-34%$935.2K$576.9K-$358.3K2026-11-02
Diligent Investors, LLC
INCREASED8,5588,551+7+0%$615.2K$576.3K-$39.0K2026-10-21
Southland Equity Partners LLC
INCREASED8,5418,515+26+0%$612.7K$575.1K-$37.5K2026-10-14
ROI Financial Advisors, LLC
INCREASED8,5407,039+1,501+21%$506.5K$575.1K+$68.6K2026-10-19
WealthPlan Investment Management, LLC
INCREASED8,5348,306+228+3%$597.6K$574.7K-$22.9K2026-10-15
IFG Advisors, LLC
UNCHANGED8,5258,52500%$613.4K$574.1K-$39.3K2026-10-15
Aljian Capital Management, LLC
INCREASED8,4378,400+37+0%$604.4K$568.2K-$36.2K2026-10-28
RIA Advisory Group LLC
DECREASED8,4369,744-1,308-13%$701.1K$568.1K-$133.0K2026-10-15
Mattern Wealth Management LLC
UNCHANGED8,4318,43100%$606.6K$567.7K-$38.9K2026-11-04
Gibson Capital, LLC
DECREASED8,4129,573-1,161-12%$688.8K$566.5K-$122.3K2026-10-23
MRA Advisory Group
DECREASED8,39029,199-20,809-71%$2.1M$565.0K-$1.5M2026-10-07
Waldron Private Wealth LLC
DECREASED8,3888,602-214-2%$618.9K$574.2K-$44.8K2026-11-02
First Business Financial Services, Inc.
UNCHANGED8,3848,38400%$603.2K$564.6K-$38.7K2026-10-29
Sage Capital Advisors,llc
INCREASED8,3788,263+115+1%$594.5K$564.2K-$30.3K2026-10-13
WBH Advisory Inc
DECREASED8,3538,446-93-1%$607.7K$562.5K-$45.2K2026-11-05
Juno Financial Group LLC
INCREASED8,3458,195+150+2%$589.6K$562.0K-$27.7K2026-10-27
Southern Michigan Bank & Trust
DECREASED8,2509,462-1,212-13%$680.8K$555.6K-$125.2K2026-10-19
Private Client Services, LLC
INCREASED8,2347,730+504+7%$556.2K$554.4K-$1.7K2026-10-02
Armstrong Advisory Group, Inc
INCREASED8,2048,169+35+0%$587.8K$552.4K-$35.4K2026-10-09
Riverbend Wealth Management, LLC
INCREASED8,1948,051+143+2%$579.3K$551.8K-$27.5K2026-10-15
BankChampaign, National Association
DECREASED8,1938,376-183-2%$602.7K$551.7K-$50.9K2026-10-19
Raiffeisen Bank International AG
INCREASED8,1590+8,159—$0$560.7K+$560.7K2026-10-28
Quantum Financial Partners LLC
INCREASED8,1256,840+1,285+19%$492.1K$547.1K+$55.0K2026-10-19
Everhart Financial Group, Inc.
INCREASED8,1217,666+455+6%$551.6K$546.9K-$4.7K2026-10-08
Smith Shellnut Wilson LLC
UNCHANGED8,1218,12100%$584.3K$546.9K-$37.4K2026-10-21
71 West Capital Partners
INCREASED8,1157,132+983+14%$513.1K$546.5K+$33.3K2026-11-04
Wendell David Associates Inc
UNCHANGED8,0818,08100%$581.0K$544.0K-$37.0K2026-10-27
Fell Capital Management
UNCHANGED8,0508,05000%$579.2K$542.1K-$37.1K2026-10-09
Fairvoy Private Wealth, LLC
INCREASED8,0497,939+110+1%$571.2K$542.0K-$29.2K2026-10-19
Ddfg, Inc
INCREASED8,0347,976+58+1%$573.9K$541.0K-$32.8K2026-10-15
Councilmark Asset Management, LLC
UNCHANGED7,9667,96600%$573.2K$536.4K-$36.7K2026-10-20
Davidson Trust Co
DECREASED7,90912,877-4,968-39%$926.5K$532.6K-$393.9K2026-10-09
Thompson Siegel & Walmsley LLC
UNCHANGED7,9057,90500%$569.0K$532.0K-$37.0K2026-11-05
Candriam S.C.A.
UNCHANGED7,8837,88300%$566.6K$532.8K-$33.9K2026-11-03
Winebrenner Capital Management LLC
INCREASED7,8716,871+1,000+15%$494.4K$530.0K+$35.7K2026-10-07
Fragasso Financial Advisors Inc
DECREASED7,8688,059-191-2%$579.8K$564.0K-$15.8K2026-10-13
West Bancorporation Inc
UNCHANGED7,8487,84800%$564.7K$528.5K-$36.2K2026-10-29
Advocate Investing Services LLC
DECREASED7,82711,726-3,899-33%$843.7K$527.1K-$316.7K2026-10-26
Stablepoint Partners, LLC
UNCHANGED7,8027,80200%$561.4K$525.4K-$36.0K2026-11-03
Pflug Koory, LLC
UNCHANGED7,7867,78600%$560.2K$524.3K-$35.9K2026-10-26
Successful Portfolios LLC
INCREASED7,7817,743+38+0%$554.8K$527.2K-$27.6K2026-10-09
Register Financial Advisors LLC
INCREASED7,7267,631+95+1%$549.0K$520.3K-$28.8K2026-10-23
Emerald Advisors, LLC
INCREASED7,7114,004+3,707+93%$288.1K$519.3K+$231.2K2026-10-13
Holland Advisory Services, Inc.
UNCHANGED7,7107,71000%$554.8K$519.2K-$35.5K2026-10-26
Heritage Wealth Management, Inc.
DECREASED7,7077,893-186-2%$567.9K$519.0K-$48.9K2026-10-28
Avior Wealth Management, LLC
INCREASED7,6577,259+398+5%$522.3K$515.6K-$6.7K2026-10-13
BostonPremier Wealth LLC
INCREASED7,6143,915+3,699+94%$281.7K$512.7K+$231.1K2026-10-16
Intesa Sanpaolo Wealth Management
INCREASED7,6014,843+2,758+57%$348.5K$511.9K+$163.4K2026-10-28
Montag A & Associates Inc
DECREASED7,5417,788-247-3%$568.5K$516.2K-$52.4K2026-10-29
Manchester Capital Management LLC
DECREASED7,5237,668-145-2%$551.7K$506.6K-$45.1K2026-10-22
CLG LLC
DECREASED7,5207,530-100%$541.8K$506.4K-$35.4K2026-10-13
Community Trust & Investment Co
DECREASED7,4957,555-60-1%$543.6K$504.7K-$38.9K2026-10-15
Sculati Wealth Management, LLC
INCREASED7,4605,609+1,851+33%$416.2K$534.6K+$118.3K2026-10-19
Plancorp, LLC
INCREASED7,4493,988+3,461+87%$286.6K$581.2K+$294.6K2026-11-03
Enterprise Financial Services Corp
INCREASED7,4345,664+1,770+31%$407.5K$500.6K+$93.1K2026-11-03
Pinnacle Wealth Planning Services, Inc.
INCREASED7,4287,371+57+1%$530.3K$500.2K-$30.1K2026-10-27
Convergence Financial, LLC
DECREASED7,40711,564-4,157-36%$832.0K$498.8K-$333.2K2026-10-27
Trilogy Capital Inc.
DECREASED7,3747,658-284-4%$551.0K$496.6K-$54.4K2026-10-20
Wealth Dimensions Group, Ltd.
INCREASED7,3687,356+12+0%$529.2K$496.1K-$33.1K2026-11-02
Compass Wealth Management, LLC
INCREASED7,3647,362+2+0%$529.7K$495.9K-$33.8K2026-10-30
Hendershot Investments Inc.
UNCHANGED7,3627,36200%$529.7K$495.8K-$33.9K2026-11-05
Bingham Private Wealth, LLC
INCREASED7,3607,271+89+1%$523.1K$495.6K-$27.5K2026-11-05
Generali Investments, Management Co LLC
DECREASED7,3237,934-611-8%$570.9K$493.1K-$77.7K2026-10-19
Cohen Investment Advisors LLC
INCREASED7,3187,045+273+4%$506.9K$492.8K-$14.1K2026-10-20
PFG Advisors
DECREASED7,2837,901-618-8%$568.5K$490.5K-$78.0K2026-10-16
Souders Financial Advisors
DECREASED7,2797,374-95-1%$530.6K$490.2K-$40.4K2026-11-03
Beaumont Financial Advisors, LLC
INCREASED7,2556,249+1,006+16%$449.6K$488.6K+$38.9K2026-10-22
Augustine Asset Management Inc
INCREASED7,2326,544+688+11%$470.8K$487.0K+$16.2K2026-10-13
Woodard & Co Asset Management Group Inc
INCREASED7,2327,223+9+0%$519.7K$487.0K-$32.7K2026-11-03
Nemes Rush Group LLC
INCREASED7,2237,213+10+0%$518.9K$486.4K-$32.6K2026-11-04
TFB Advisors LLC
INCREASED7,2056,863+342+5%$493.8K$485.2K-$8.6K2026-11-02
Dynamic Financial Group
DECREASED7,1257,146-210%$514.2K$479.8K-$34.4K2026-10-28
Interchange Capital Partners, LLC
DECREASED7,1247,143-190%$514.0K$479.7K-$34.2K2026-10-28
EPG Wealth Management LLC
DECREASED7,1017,248-147-2%$521.5K$478.2K-$43.3K2026-11-03
Schmidt P J Investment Management Inc
DECREASED7,0497,449-400-5%$536.0K$474.7K-$61.3K2026-11-02
Cypress Wealth Services, LLC
INCREASED7,0396,991+48+1%$503.0K$482.5K-$20.5K2026-10-21
Beacon Capital Management, LLC
DECREASED7,0257,125-100-1%$512.7K$473.1K-$39.6K2026-10-23
J2 Capital Management Inc
DECREASED6,9987,032-340%$506.0K$471.3K-$34.7K2026-10-19
Bernardo Wealth Planning LLC
INCREASED6,9723,379+3,593+106%$243.1K$469.5K+$226.4K2026-10-23
Forza Wealth Management, LLC
INCREASED6,9596,494+465+7%$467.2K$468.6K+$1.4K2026-10-20
High Point Wealth Management, LLC
INCREASED6,9515,299+1,652+31%$381.2K$468.1K+$86.9K2026-11-05
Arista Wealth Management, LLC
INCREASED6,9436,897+46+1%$496.2K$467.5K-$28.7K2026-10-29
Essex Bank
DECREASED6,9258,825-1,900-22%$635.0K$466.3K-$168.6K2026-10-16
NBH Bank
DECREASED6,9186,926-80%$498.3K$465.9K-$32.5K2026-11-05
Worth Asset Management, LLC
INCREASED6,8663,525+3,341+95%$253.6K$462.3K+$208.7K2026-10-07
Founders Grove Wealth Partners, LLC
INCREASED6,8346,596+238+4%$474.6K$460.2K-$14.4K2026-10-16
Zullo Investment Group, Inc.
DECREASED6,8196,857-38-1%$493.4K$459.2K-$34.2K2026-10-20
Oakworth Capital, Inc.
INCREASED6,8146,235+579+9%$448.2K$458.9K+$10.6K2026-10-26
1900 Wealth Management LLC
INCREASED6,8035,370+1,433+27%$386.4K$458.1K+$71.7K2026-10-13
Sanchez Gaunt Capital Management, LLC
DECREASED6,8007,062-262-4%$508.1K$457.9K-$50.2K2026-11-03
TMB Capital Partners, LLC
INCREASED6,8006,782+18+0%$488.0K$457.9K-$30.1K2026-10-20
Smith Chas P & Associates PA Cpas
UNCHANGED6,7846,78400%$488.1K$509.5K+$21.4K2026-10-22
Pinnacle Bancorp, Inc.
UNCHANGED6,7816,78100%$487.9K$456.6K-$31.3K2026-10-21
Breakwater Capital Group
DECREASED6,7626,812-50-1%$490.1K$455.4K-$34.8K2026-10-09
Wealth Science Advisors LLC
DECREASED6,7387,012-274-4%$504.5K$453.7K-$50.8K2026-10-09
True Private Wealth Advisors
DECREASED6,7057,049-344-5%$507.2K$451.5K-$55.6K2026-10-19
Sound Income Strategies, LLC
DECREASED6,6978,244-1,547-19%$593.1K$478.3K-$114.8K2026-10-09
Geneva Partners, LLC
INCREASED6,6705,477+1,193+22%$394.1K$449.1K+$55.1K2026-10-26
Whalen Wealth Management Inc.
INCREASED6,6474,895+1,752+36%$352.2K$447.6K+$95.4K2026-10-08
First Heartland Consultants, Inc.
INCREASED6,6454,239+2,406+57%$305.0K$447.5K+$142.5K2026-10-08
Harvey Investment Co LLC
UNCHANGED6,6336,63300%$477.0K$447.0K-$30.0K2026-10-20
Sterling Investment Advisors, Ltd.
UNCHANGED6,6296,62900%$476.9K$446.4K-$30.6K2026-10-27
Cap Partners, LLC
DECREASED6,6186,970-352-5%$501.5K$445.7K-$55.8K2026-10-19
Canandaigua National Bank & Trust Co
DECREASED6,6126,669-57-1%$479.8K$445.3K-$34.6K2026-10-07
Cowa, LLC
UNCHANGED6,5976,59700%$474.7K$444.2K-$30.4K2026-10-30
Asset One Wealth Management LLC
INCREASED6,5813,597+2,984+83%$253.6K$443.1K+$189.5K2026-11-02
MV Capital Management, Inc.
DECREASED6,5246,533-90%$470.1K$439.3K-$30.7K2026-10-29
Fiduciary Financial Group, LLC
INCREASED6,5196,510+9+0%$468.4K$439.0K-$29.5K2026-10-13
Atlas Brown,Inc.
INCREASED6,4726,393+79+1%$460.0K$435.8K-$24.2K2026-10-09
Masterinvest Kapitalanlage GmbH
UNCHANGED6,4286,42800%$462.5K$432.9K-$29.6K2026-11-03
NWF Advisory Services Inc.
DECREASED6,4067,008-602-9%$504.2K$431.4K-$72.8K2026-10-19
Balboa Wealth Partners
INCREASED6,3925,881+511+9%$423.1K$430.4K+$7.3K2026-10-20
Seven Mile Advisory
DECREASED6,3926,802-410-6%$496.6K$430.4K-$66.2K2026-10-22
AmeriServ Wealth Advisors
DECREASED6,3907,667-1,277-17%$551.6K$430.3K-$121.3K2026-10-21
GFS Advisors, LLC
INCREASED6,3654+6,361+159025%$458.0K$429.0K-$29.0K2026-11-03
Howard Financial Services, Ltd.
INCREASED6,3366,053+283+5%$435.5K$426.7K-$8.8K2026-10-15
Balefire, LLC
DECREASED6,3356,886-551-8%$495.5K$426.6K-$68.9K2026-10-09
Bright Financial Advisors, Inc.
UNCHANGED6,3356,33500%$455.8K$426.6K-$29.2K2026-10-23
Secure Asset Management, LLC
DECREASED6,3156,375-60-1%$458.7K$425.2K-$33.5K2026-10-19
Ascentis Wealth Management, LLC
INCREASED6,3056,116+189+3%$440.1K$424.6K-$15.5K2026-11-03
Washington Trust Co
DECREASED6,2906,299-90%$453.2K$423.6K-$29.7K2026-10-22
Mayfair Advisory Group, LLC
UNCHANGED6,2726,27200%$457.8K$422.4K-$35.4K2026-10-20
Jefferies Financial Group Inc.
DECREASED6,26913,342-7,073-53%$960.0K$422.2K-$537.8K2026-11-05
Novem Group
INCREASED6,2504,476+1,774+40%$322.0K$420.9K+$98.8K2026-10-19
Perryman Financial Advisory Inc
INCREASED6,2466,227+19+0%$448.0K$420.6K-$27.4K2026-10-16
Great Waters Wealth Management
DECREASED6,2386,240-20%$448.9K$420.1K-$28.9K2026-10-07
Purewater Capital LLC
INCREASED6,2206,218+2+0%$447.4K$418.8K-$28.5K2026-10-23
Horizon Wealth Management, LLC
INCREASED6,1966,189+7+0%$445.3K$417.3K-$28.0K2026-11-02
Leonteq Securities AG
DECREASED6,1906,351-161-3%$457.0K$416.8K-$40.1K2026-10-29
Grandfield & Dodd, LLC
INCREASED6,1486,048+100+2%$435.2K$414.0K-$21.1K2026-10-29
Bluesphere Advisors LLC
DECREASED6,0886,867-779-11%$494.1K$409.9K-$84.2K2026-10-19
Albion Financial Group
INCREASED6,0275,876+151+3%$422.8K$405.9K-$16.9K2026-10-21
Magnus Financial Group LLC
INCREASED5,9725,911+61+1%$425.3K$402.1K-$23.2K2026-10-21
Kornitzer Capital Management Inc
DECREASED5,9676,002-35-1%$431.8K$401.8K-$30.0K2026-11-03
Capital Investment Counsel, Inc
INCREASED5,9643,384+2,580+76%$243.5K$401.6K+$158.1K2026-10-20
N10 Wealth, LLC
NEW5,961—+5,961——$401.4K—2026-10-14
Canvas Wealth Advisors, LLC
INCREASED5,9565,495+461+8%$395.4K$457.1K+$61.7K2026-11-02
Somerset Trust Co
UNCHANGED5,9485,94800%$428.0K$400.5K-$27.4K2026-10-13
NTV Asset Management LLC
DECREASED5,9386,628-690-10%$476.9K$399.9K-$77.0K2026-10-23
Archer Investment Corp
INCREASED5,9285,296+632+12%$381.0K$399.2K+$18.2K2026-11-05
Firethorn Wealth Partners, LLC
DECREASED5,9227,406-1,484-20%$532.9K$398.8K-$134.0K2026-10-14
Alliance Wealth Advisors, LLC
UNCHANGED5,8815,88100%$423.1K$396.0K-$27.1K2026-10-14
Intelligence Driven Advisers, LLC
DECREASED5,8777,680-1,803-23%$552.6K$395.8K-$156.8K2026-10-09
Aspiriant, LLC
INCREASED5,8745,174+700+14%$372.3K$395.6K+$23.3K2026-10-16
Brandywine OAK Private Wealth LLC
INCREASED5,8285,816+12+0%$418.4K$392.5K-$26.0K2026-10-23
Edgemoor Investment Advisors, Inc.
INCREASED5,8245,809+15+0%$418.0K$392.2K-$25.8K2026-11-03
Defender Capital, Llc.
UNCHANGED5,8105,81000%$418.0K$391.2K-$26.8K2026-10-01
Leslie Global Wealth, LLC
INCREASED5,7985,597+201+4%$402.7K$390.5K-$12.2K2026-10-26
Platform Technology Partners
DECREASED5,7926,325-533-8%$455.1K$390.0K-$65.1K2026-11-02
First Affirmative Financial Network
NEW5,778—+5,778——$389.1K—2026-10-21
Hedeker Wealth, LLC
DECREASED5,7705,829-59-1%$419.4K$388.6K-$30.8K2026-10-23
Capital Squared Financial LLC
DECREASED5,7675,820-53-1%$418.8K$388.4K-$30.4K2026-10-30
McAdam, LLC
DECREASED5,7635,898-135-2%$424.4K$388.1K-$36.3K2026-10-21
Ridgecrest Wealth Partners, LLC
UNCHANGED5,7615,76100%$414.5K$387.9K-$26.6K2026-10-19
TrueWealth Advisors, LLC
INCREASED5,7585,757+1+0%$414.2K$387.7K-$26.5K2026-10-09
First County Bank
INCREASED5,7555,493+262+5%$395.2K$387.5K-$7.7K2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED5,7297,217-1,488-21%$519.3K$385.8K-$133.5K2026-10-13
Gilman Hill Asset Management, LLC
DECREASED5,7095,714-50%$411.1K$384.4K-$26.7K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED5,6985,855-157-3%$421.3K$383.7K-$37.6K2026-10-15
Capital City Trust Co
INCREASED5,6905,462+228+4%$393.0K$383.2K-$9.8K2026-10-22
Manchester Financial Inc
UNCHANGED5,6805,68000%$408.7K$382.5K-$26.2K2026-10-15
Provenance Wealth Advisors, LLC
INCREASED5,670329+5,341+1623%$23.7K$381.8K+$358.1K2026-10-30
Golden State Wealth Management, LLC
INCREASED5,6654,778+887+19%$343.8K$381.5K+$37.7K2026-11-02
American Institute for Advanced Investment Management, LLP
DECREASED5,6645,704-40-1%$410.4K$381.4K-$29.0K2026-11-03
Roxbury Financial LLC
DECREASED5,6635,723-60-1%$411.8K$381.3K-$30.4K2026-10-01
Northwest Wealth Management, LLC
INCREASED5,6564,769+887+19%$343.1K$380.9K+$37.7K2026-10-30
Farmers & Merchants Trust Co of Long Beach
DECREASED5,6465,657-110%$407.0K$380.2K-$26.8K2026-10-22
LFG Wealth Partners, LLC
INCREASED5,6444,966+678+14%$357.3K$380.1K+$22.7K2026-10-28
Tsfg, LLC
DECREASED5,6406,334-694-11%$456.0K$380.0K-$76.0K2026-10-23
Summit Global Investments
DECREASED5,6289,794-4,166-43%$705.0K$379.0K-$326.0K2026-10-28
Cromwell Holdings LLC
INCREASED5,6175,616+1+0%$410.0K$384.5K-$25.5K2026-10-28
Penobscot Investment Management Company, Inc.
UNCHANGED5,5965,59600%$402.6K$376.8K-$25.8K2026-10-26
Fiduciary Family Office, LLC
INCREASED5,5885,342+246+5%$384.4K$376.3K-$8.1K2026-11-04
Tcfg Investment Advisors, LLC
INCREASED5,5845,377+207+4%$386.9K$376.0K-$10.9K2026-10-20
Rubicon Advisors, GP
INCREASED5,5785,291+287+5%$380.7K$375.6K-$5.1K2026-10-23
Stonehaven Wealth & TAX Solutions, LLC
INCREASED5,5755,489+86+2%$394.9K$375.4K-$19.5K2026-10-22
1620 Investment Advisors, Inc.
DECREASED5,5535,653-100-2%$406.7K$373.9K-$32.8K2026-11-04
Intergy Private Wealth, LLC
INCREASED5,5465,482+64+1%$394.4K$373.5K-$21.0K2026-10-16
626 Financial, LLC
INCREASED5,5395,535+4+0%$398.2K$373.0K-$25.2K2026-11-04
Peoples Financial Services Corp.
DECREASED5,5365,585-49-1%$401.8K$372.8K-$29.0K2026-10-20
Old Second National Bank of Aurora
UNCHANGED5,5305,53000%$397.9K$372.4K-$25.5K2026-10-22
Ares Financial Consulting, LLC
INCREASED5,5215,506+15+0%$396.1K$371.8K-$24.4K2026-10-19
Claro Advisors Inc.
DECREASED5,5206,138-618-10%$441.7K$371.7K-$69.9K2026-11-02
Uptick Partners, LLC
INCREASED5,5165,053+463+9%$363.6K$371.5K+$7.9K2026-11-04
Center for Financial Planning, Inc.
INCREASED5,5095,507+2+0%$396.2K$371.0K-$25.2K2026-10-26
Paladin Wealth, LLC
INCREASED5,4962,957+2,539+86%$212.8K$370.1K+$157.3K2026-10-23
Mechanics Financial Corp
INCREASED5,4935,413+80+1%$389.5K$369.9K-$19.6K2026-11-05
ACT Wealth Management, LLC
INCREASED5,4865,306+180+3%$381.8K$369.4K-$12.3K2026-10-09
Impact Capital Partners LLC
DECREASED5,4775,513-36-1%$396.7K$368.8K-$27.8K2026-10-22
Palacios Wealth Management, LLC
INCREASED5,4565,140+316+6%$369.8K$367.4K-$2.4K2026-11-04
Letson Investment Management, Inc.
UNCHANGED5,4405,44000%$391.4K$366.3K-$25.1K2026-11-05
Certuity, LLC
INCREASED5,4264,953+473+10%$356.3K$365.4K+$9.0K2026-11-02
Fidelity D & D Bancorp Inc
UNCHANGED5,4235,42300%$390.2K$365.2K-$25.0K2026-11-05
Summit Financial Wealth Advisors, LLC
INCREASED5,4135,198+215+4%$374.0K$364.5K-$9.5K2026-10-15
Smallwood Wealth Investment Management, LLC
UNCHANGED5,4105,41000%$389.3K$364.3K-$24.9K2026-10-30
Birch Hill Investment Advisors LLC
UNCHANGED5,4005,40000%$388.5K$363.6K-$24.9K2026-10-16
Breachway Investments LLC
UNCHANGED5,4005,40000%$388.5K$363.6K-$24.9K2026-10-19
Ashton Thomas Securities, LLC
DECREASED5,39822,990-17,592-77%$1.7M$363.5K-$1.3M2026-10-26
JBR Co Financial Management Inc
UNCHANGED5,3935,39300%$388.0K$385.8K-$2.2K2026-10-13
Heartwood Wealth Advisors LLC
UNCHANGED5,3915,39100%$387.9K$363.0K-$24.9K2026-10-05
Well Done, LLC
DECREASED5,3845,618-234-4%$404.2K$362.6K-$41.7K2026-10-20
Sonata Capital Group Inc
INCREASED5,3644,864+500+10%$350.0K$361.2K+$11.2K2026-10-19
Sterling Wealth Management, Inc.
UNCHANGED5,3405,34000%$384.2K$359.6K-$24.6K2026-10-23
Nilsine Partners, LLC
INCREASED5,3265,176+150+3%$372.4K$358.7K-$13.8K2026-11-02
Sage Private Wealth Group, LLC
INCREASED5,3165,264+52+1%$378.7K$358.0K-$20.8K2026-10-21
Clear Wave Wealth Management LLC
INCREASED5,3115,150+161+3%$370.5K$357.6K-$12.9K2026-11-04
Blake Schutter Theil Wealth Advisors, LLC
DECREASED5,3026,150-848-14%$442.5K$357.0K-$85.5K2026-11-02
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED5,2975,29700%$381.1K$356.7K-$24.4K2026-11-02
Taylor Financial Group, Inc.
DECREASED5,2886,288-1,000-16%$452.4K$356.1K-$96.3K2026-11-02
RS Crum Inc.
DECREASED5,2885,588-300-5%$402.1K$356.1K-$46.0K2026-10-19
First Financial Bank - Trust Division
DECREASED5,2865,686-400-7%$409.1K$356.0K-$53.1K2026-10-01
Trust Co
UNCHANGED5,2795,27900%$379.8K$355.5K-$24.3K2026-10-09
Bangor Savings Bank
DECREASED5,2756,944-1,669-24%$499.6K$355.2K-$144.4K2026-10-06
Facet Wealth, Inc.
INCREASED5,2754,158+1,117+27%$299.2K$355.2K+$56.1K2026-11-04
Legacy Wealth Partners, LLC
DECREASED5,2595,316-57-1%$382.5K$354.1K-$28.3K2026-10-15
Midwest Heritage Bank, FSB
INCREASED5,2454,933+312+6%$354.9K$353.2K-$1.7K2026-10-26
BAR Harbor Wealth Management
UNCHANGED5,2345,23400%$376.6K$352.5K-$24.1K2026-10-21
Family Capital Management, Inc.
DECREASED5,2275,327-100-2%$383.3K$352.0K-$31.3K2026-11-03
Barry Investment Advisors, LLC
INCREASED5,2265,224+2+0%$375.9K$351.9K-$24.0K2026-10-14
One Way Holdings LLC
DECREASED5,2256,090-865-14%$438.2K$351.9K-$86.3K2026-10-29
Strategic Advisors LLC
INCREASED5,2174,839+378+8%$348.1K$351.3K+$3.2K2026-10-13
Elmwood Wealth Management, Inc.
INCREASED5,2025,163+39+1%$371.5K$350.3K-$21.2K2026-10-14
Legacy Financial Independent Advisors LLC
UNCHANGED5,2005,20000%$374.1K$350.2K-$24.0K2026-11-02
Obermeyer Wealth Partners
UNCHANGED5,1715,17100%$372.0K$348.2K-$23.8K2026-10-21
Berman McAleer LLC
UNCHANGED5,1565,15600%$371.0K$347.2K-$23.8K2026-10-16
Tritonpoint Wealth, LLC
INCREASED5,1554,231+924+22%$304.4K$347.1K+$42.7K2026-10-19
Greg Jennings, LLC
NEW5,145—+5,145——$346.5K—2026-10-19
Greenhouse Wealth Management, LLC
UNCHANGED5,1425,14200%$369.9K$346.2K-$23.7K2026-10-20
Allegiance Financial Group Advisory Services LLC
NEW5,124—+5,124——$348.8K—2026-11-02
Griffith & Werner, Inc.
INCREASED5,0854,939+146+3%$355.0K$342.4K-$12.6K2026-11-04
Rare Wolf Capital LLC
DECREASED5,0767,529-2,453-33%$541.7K$341.8K-$199.9K2026-10-20
Wrenne Financial Planning LLC
DECREASED5,0625,072-100%$364.9K$340.9K-$24.1K2026-10-30
Gratus Wealth Advisors, LLC
DECREASED5,0465,546-500-9%$399.1K$339.8K-$59.2K2026-10-26
Arkfeld Wealth Strategies, L.L.C.
INCREASED5,0225,000+22+0%$359.4K$348.5K-$11.0K2026-10-19
Income Insurance Ltd
UNCHANGED5,0185,01800%$361.0K$337.9K-$23.1K2026-10-21
Trace Wealth Advisors, LLC
DECREASED5,0045,617-613-11%$404.1K$336.9K-$67.2K2026-10-30
Forthright Family Wealth Advisory LLC
UNCHANGED5,0005,00000%$359.8K$336.7K-$23.1K2026-11-03
Fiscal Wisdom Wealth Management, LLC
INCREASED4,9954,396+599+14%$316.3K$336.4K+$20.1K2026-10-16
Journey Advisory Group, LLC
DECREASED4,9855,257-272-5%$378.2K$335.7K-$42.6K2026-11-04
Almanack Investment Partners, Llc.
INCREASED4,9754,960+15+0%$356.9K$335.0K-$21.9K2026-11-03
Prairiewood Capital, LLC
DECREASED4,9726,000-1,028-17%$431.7K$334.8K-$96.9K2026-10-16
Realta Investment Advisors
INCREASED4,9614,946+15+0%$355.8K$334.1K-$21.8K2026-10-14
Fortitude Advisory Group L.L.C.
INCREASED4,9604,933+27+1%$354.9K$334.0K-$20.9K2026-10-15
Cdkv Holdings LLC
UNCHANGED4,9534,95300%$356.4K$333.5K-$22.8K2026-10-28
Gerber Kawasaki Wealth & Investment Management
INCREASED4,9423,377+1,565+46%$243.0K$332.8K+$89.8K2026-10-29
ERn Financial, LLC
INCREASED4,9194,711+208+4%$338.9K$331.3K-$7.7K2026-10-28
Lloyd Advisory Services, Llc.
INCREASED4,9164,789+127+3%$344.6K$331.1K-$13.5K2026-11-02
Schneider Downs Wealth Management Advisors, LP
INCREASED4,9144,806+108+2%$345.8K$330.9K-$14.9K2026-10-27
Tenet Wealth Partners, LLC
INCREASED4,9124,878+34+1%$355.6K$330.8K-$24.8K2026-10-19
Destiny Wealth Partners, LLC
NEW4,908—+4,908——$378.8K—2026-11-05
Putney Financial Group LLC
DECREASED4,9006,070-1,170-19%$436.7K$330.0K-$106.8K2026-10-30
Yoffe Investment Management, LLC
UNCHANGED4,9004,90000%$352.6K$330.0K-$22.6K2026-11-02
Acropolis Investment Management, LLC
INCREASED4,8934,683+210+4%$337.0K$329.5K-$7.5K2026-10-08
Essential Partners LLC
INCREASED4,8912,328+2,563+110%$167.5K$329.4K+$161.9K2026-10-14
Coastline Trust Co
UNCHANGED4,8804,88000%$351.1K$328.6K-$22.5K2026-10-01
GGM Financial LLC
NEW4,879—+4,879——$328.5K—2026-11-05
Stokes Capital Advisors, LLC
INCREASED4,8743,849+1,025+27%$276.9K$328.2K+$51.3K2026-10-09
Retirement Planning Co of New England, Inc.
INCREASED4,8744,827+47+1%$347.3K$328.2K-$19.1K2026-10-15
Peachtree Investment Partners, LLC
INCREASED4,8714,729+142+3%$340.2K$328.0K-$12.2K2026-11-05
Piedmont Capital Management, LLC
DECREASED4,8694,941-72-1%$355.5K$327.9K-$27.6K2026-10-21
JSF Financial, LLC
DECREASED4,86722,996-18,129-79%$1.7M$327.7K-$1.3M2026-10-22
YHB Investment Advisors, Inc.
DECREASED4,8624,879-170%$351.0K$327.4K-$23.6K2026-10-08
Evanson Financial, LLC
DECREASED4,8275,223-396-8%$375.8K$325.0K-$50.7K2026-10-23
Atwood & Palmer Inc
UNCHANGED4,8084,80800%$345.9K$323.8K-$22.2K2026-10-08
Ervin Investment Management, LLC
DECREASED4,7814,801-200%$345.4K$322.0K-$23.5K2026-10-23
Dickmeyer Boyce Financial Management, Inc.
INCREASED4,7594,743+16+0%$341.3K$320.5K-$20.8K2026-10-08
FDx Advisors, Inc.
DECREASED4,7545,105-351-7%$367.0K$320.0K-$47.0K2026-11-05
Newman Dignan & Sheerar, Inc.
UNCHANGED4,7504,75000%$341.8K$319.9K-$21.9K2026-10-21
Landmark Wealth Management, LLC
INCREASED4,7274,709+18+0%$338.8K$318.3K-$20.5K2026-11-03
First United Bank & Trust
INCREASED4,7254,425+300+7%$318.4K$318.2K-$1972026-10-22
SmartHarvest Portfolios, LLC
DECREASED4,6985,970-1,272-21%$429.5K$316.4K-$113.2K2026-10-26
Washington Trust Advisors, Inc.
UNCHANGED4,6924,69200%$337.6K$316.0K-$21.6K2026-10-22
JB Capital LLC
DECREASED4,6854,763-78-2%$342.7K$315.5K-$27.3K2026-10-19
Hoge Financial Services, LLC
INCREASED4,6764,598+78+2%$330.8K$314.9K-$16.0K2026-11-05
TPG Advisors LLC
INCREASED4,6734,648+25+1%$334.4K$314.7K-$19.7K2026-10-16
Rockland Trust Co
INCREASED4,6704,634+36+1%$333.4K$314.5K-$18.9K2026-10-05
Harel Insurance Investments & Financial Services Ltd.
NEW4,662—+4,662——$314.0K—2026-11-02
Capital Advisors, Ltd. LLC
INCREASED4,6583,892+766+20%$280.0K$314.0K+$34.0K2026-10-27
High Net Worth Advisory Group LLC
UNCHANGED4,6494,64900%$334.5K$313.1K-$21.4K2026-10-26
Mirador Capital Partners LP
INCREASED4,6374,625+12+0%$332.8K$312.3K-$20.5K2026-10-09
Barlow Wealth Partners, LLC
DECREASED4,6344,741-107-2%$345.2K$317.7K-$27.5K2026-10-15
Garrett Wealth Advisory Group, LLC
INCREASED4,6294,609+20+0%$331.6K$311.7K-$19.9K2026-10-22
Traphagen Investment Advisors LLC
INCREASED4,6274,210+417+10%$302.9K$311.6K+$8.7K2026-10-14
Finward Bancorp
UNCHANGED4,6074,60700%$331.5K$310.2K-$21.2K2026-10-14
Schaper Benz & Wise Investment Counsel Inc
INCREASED4,5994,598+1+0%$330.8K$309.7K-$21.1K2026-10-09
Huntleigh Advisors, Inc.
INCREASED4,5964,592+4+0%$330.4K$309.5K-$20.9K2026-11-03
Buck Wealth Strategies, LLC
DECREASED4,5834,613-30-1%$331.9K$308.6K-$23.3K2026-10-28
Optivise Advisory Services LLC
INCREASED4,5804,392+188+4%$316.0K$308.4K-$7.5K2026-10-19
Kellett Wealth Advisors, LLC
INCREASED4,5764,558+18+0%$327.9K$308.2K-$19.8K2026-10-15
Toth Financial Advisory Corp
DECREASED4,5684,572-40%$329.0K$307.6K-$21.4K2026-10-08
Stevens Capital Partners
NEW4,556—+4,556——$306.8K—2026-10-29
Sovran Advisors, LLC
INCREASED4,5334,063+470+12%$304.0K$347.9K+$43.9K2026-11-02
Relyea Zuckerberg Hanson LLC
DECREASED4,5334,903-370-8%$352.8K$305.3K-$47.5K2026-10-20
Abacus Planning Group, Inc.
INCREASED4,5014,142+359+9%$298.0K$303.1K+$5.1K2026-11-02
United Community Bank
DECREASED4,4964,699-203-4%$338.1K$302.8K-$35.3K2026-10-28
Foguth Wealth Management, Llc.
DECREASED4,4865,080-594-12%$379.2K$336.9K-$42.3K2026-10-19
Alpine Bank Wealth Management
INCREASED4,4864,445+41+1%$319.8K$302.1K-$17.7K2026-10-16
Moss Adams Wealth Advisors LLC
DECREASED4,4815,981-1,500-25%$436.5K$306.7K-$129.9K2026-10-28
Gibbs Wealth Management
INCREASED4,4694,291+178+4%$308.7K$300.9K-$7.8K2026-10-22
Thrive Wealth Management, LLC
DECREASED4,4634,475-120%$322.0K$300.5K-$21.5K2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED4,4584,483-25-1%$322.6K$300.2K-$22.4K2026-10-19
LongView Wealth Management
UNCHANGED4,4444,44400%$319.7K$299.3K-$20.5K2026-10-19
Code Waechter LLC
INCREASED4,4393,857+582+15%$277.5K$298.9K+$21.4K2026-10-23
LJI Wealth Management, LLC
INCREASED4,4084,308+100+2%$310.0K$296.8K-$13.1K2026-10-28
Blankinship & Foster, LLC
UNCHANGED4,3994,39900%$316.5K$296.2K-$20.3K2026-10-19
Winthrop Advisory Group LLC
INCREASED4,3923,544+848+24%$258.8K$299.9K+$41.1K2026-10-22
Walkner Condon Financial Advisors LLC
INCREASED4,3834,329+54+1%$311.5K$295.2K-$16.3K2026-11-02
Emprise Bank
UNCHANGED4,3724,37200%$314.6K$294.4K-$20.2K2026-10-07
Stackstone Wealth, LLC
NEW4,371—+4,371——$294.3K—2026-10-19
Oak Barrel Wealth Advisory LLC
UNCHANGED4,3684,36800%$314.3K$294.2K-$20.1K2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED4,3673,602+765+21%$259.2K$294.1K+$34.9K2026-10-26
Guyasuta Investment Advisors Inc
DECREASED4,3574,457-100-2%$320.7K$293.4K-$27.3K2026-10-15
Atlas Wealth Partners, LLC
UNCHANGED4,3494,34900%$314.6K$294.6K-$20.0K2026-11-03
World Equity Group, Inc.
DECREASED4,3445,052-708-14%$363.5K$292.5K-$71.0K2026-10-14
Wheelhouse Advisory Group LLC
INCREASED4,3234,119+204+5%$296.4K$291.1K-$5.2K2026-10-20
Howland Capital Management LLC
DECREASED4,32211,305-6,983-62%$825.4K$295.8K-$529.6K2026-10-22
Kercheville Advisors, LLC
INCREASED4,3174,313+4+0%$310.3K$290.7K-$19.6K2026-10-19
Accuvest Global Advisors
UNCHANGED4,3164,31600%$311.0K$291.0K-$20.0K2026-11-04
Waterfront Wealth Inc.
UNCHANGED4,3134,31300%$309.6K$321.8K+$12.1K2026-11-03
Detalus Advisors, LLC
UNCHANGED4,3064,30600%$309.8K$290.0K-$19.9K2026-10-15
Asset Advisory Group, Inc.
INCREASED4,2644,260+4+0%$306.5K$287.1K-$19.4K2026-10-20
Dominguez Wealth Management Solutions, Inc.
INCREASED4,2584,226+32+1%$304.0K$286.8K-$17.3K2026-10-07
Riversedge Advisors, LLC
NEW4,252—+4,252——$286.3K—2026-10-09
Centurion Wealth Management LLC
DECREASED4,2504,332-82-2%$311.7K$286.2K-$25.5K2026-10-13
Synergy Asset Management, LLC
DECREASED4,24412,395-8,151-66%$891.8K$285.8K-$606.0K2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED4,2444,133+111+3%$297.4K$285.8K-$11.6K2026-10-19
Patten Group, Inc.
DECREASED4,2284,325-97-2%$311.2K$284.7K-$26.5K2026-10-26
Fearless Solutions, LLC dba Best Invest
INCREASED4,2224,176+46+1%$300.5K$284.3K-$16.2K2026-10-14
BXM Wealth LLC
UNCHANGED4,2184,21800%$303.5K$284.0K-$19.4K2026-11-03
Blackston Financial Advisory Group, LLC
INCREASED4,2103,040+1,170+38%$218.7K$283.5K+$64.8K2026-11-04
Yacktman Asset Management LP
UNCHANGED4,2004,20000%$302.2K$282.8K-$19.4K2026-11-02
Vista Investment Partners II, LLC
INCREASED4,1914,190+1+0%$301.5K$282.2K-$19.3K2026-10-15
Clear Harbor Asset Management, LLC
INCREASED4,1903,140+1,050+33%$225.9K$282.2K+$56.2K2026-11-05
W Advisors, LLC
INCREASED4,1804,098+82+2%$294.9K$281.5K-$13.4K2026-11-02
Triumph Capital Management
INCREASED4,1703,996+174+4%$287.5K$280.8K-$6.7K2026-10-14
Apollon Financial, LLC
INCREASED4,1414,016+125+3%$289.0K$278.8K-$10.1K2026-10-23
Laurel Wealth Advisors LLC
UNCHANGED4,1334,13300%$297.4K$278.3K-$19.1K2026-10-27
Stockman Wealth Management, Inc.
DECREASED4,1214,436-315-7%$319.2K$277.5K-$41.7K2026-10-27
American Capital Advisory, LLC
INCREASED4,1204,119+1+0%$296.4K$277.4K-$18.9K2026-10-28
Cordgrass Capital Advisors, LLC
UNCHANGED4,1204,12000%$296.4K$277.4K-$19.0K2026-10-30
Tarbox Family Office, Inc.
INCREASED4,1194,103+16+0%$295.2K$277.4K-$17.9K2026-10-23
Princeton Global Asset Management LLC
UNCHANGED4,1144,11400%$296.0K$277.1K-$19.0K2026-10-21
Westside Investment Management, Inc.
UNCHANGED4,1064,10600%$295.4K$276.5K-$18.9K2026-11-02
C2c Wealth Management, LLC
UNCHANGED4,1044,10400%$295.3K$276.4K-$18.9K2026-10-20
Crew Capital Management, Ltd
UNCHANGED4,0764,07600%$293.3K$274.5K-$18.8K2026-10-28
Byrne Asset Management LLC
INCREASED4,0443,984+60+2%$286.6K$270.7K-$15.9K2026-10-06
Sweeney & Michel, LLC
DECREASED4,0364,142-106-3%$283.1K$276.3K-$6.8K2026-10-16
Juncture Wealth Strategies, LLC
INCREASED4,0283,978+50+1%$286.2K$271.3K-$15.0K2026-10-06
Biltmore Family Office, LLC
DECREASED4,0284,039-110%$294.8K$275.7K-$19.1K2026-11-03
Anchyra Partners LLC
INCREASED4,0213,481+540+16%$250.5K$270.8K+$20.3K2026-10-13
Lifestyle Asset Management, Inc.
DECREASED4,0154,287-272-6%$308.5K$270.4K-$38.1K2026-10-20
PFS Partners, LLC
INCREASED4,0043,317+687+21%$238.7K$269.6K+$30.9K2026-10-21
Sima Wealth Partners, LLC
UNCHANGED3,9973,99700%$287.6K$269.2K-$18.4K2026-10-19
LexAurum Advisors, LLC
INCREASED3,9932,932+1,061+36%$210.9K$268.9K+$57.9K2026-10-19
Regent Peak Wealth Advisors LLC
INCREASED3,9893,905+84+2%$281.0K$268.6K-$12.3K2026-10-13
Rinkey Investments
DECREASED3,9884,188-200-5%$301.3K$268.6K-$32.8K2026-10-28
Vicus Capital
INCREASED3,9623,690+272+7%$265.5K$266.8K+$1.3K2026-11-05
State of Wyoming
INCREASED3,9603,137+823+26%$225.7K$266.7K+$41.0K2026-10-28
Moran Wealth Management, LLC
NEW3,951—+3,951——$266.1K—2026-10-22
First Financial Corp
DECREASED3,9443,974-30-1%$285.9K$265.6K-$20.3K2026-10-13
Adell Harriman & Carpenter Inc
DECREASED3,9184,918-1,000-20%$353.9K$263.9K-$90.0K2026-11-02
Sage Investment Advisers LLC
DECREASED3,9184,041-123-3%$290.7K$263.8K-$26.9K2026-10-21
BKM Wealth Management, LLC
INCREASED3,9102,910+1,000+34%$209.4K$263.3K+$53.9K2026-10-22
Viewpoint Investment Partners Corp
DECREASED3,9004,900-1,000-20%$361.6K$271.2K-$90.5K2026-10-26
Baxter Bros Inc
DECREASED3,9004,005-105-3%$288.2K$262.6K-$25.5K2026-11-04
Leisure Capital Management
DECREASED3,88319,577-15,694-80%$1.4M$261.5K-$1.1M2026-11-03
Hudock, Inc.
INCREASED3,8833,601+282+8%$259.1K$261.5K+$2.4K2026-10-14
Cottonwood Capital Advisors, LLC
INCREASED3,8403,815+25+1%$274.5K$258.6K-$16.0K2026-10-20
Future Financial Wealth Managment LLC
UNCHANGED3,8233,82300%$275.5K$257.4K-$18.1K2026-10-15
Cypress Point Wealth Management, LLC
DECREASED3,8093,817-80%$274.6K$256.5K-$18.1K2026-11-03
Uhlmann Price Securities, LLC
INCREASED3,8053,371+434+13%$242.6K$256.2K+$13.7K2026-11-03
Latitude Advisors, LLC
DECREASED3,7985,590-1,792-32%$402.2K$255.8K-$146.4K2026-10-27
Spinnaker Investment Group, LLC
DECREASED3,7893,875-86-2%$278.8K$255.2K-$23.7K2026-10-13
Crumly & Associates Inc.
INCREASED3,7793,412+367+11%$245.5K$254.5K+$9.0K2026-10-07
Revolve Wealth Partners, LLC
INCREASED3,7733,369+404+12%$242.4K$254.0K+$11.7K2026-10-23
M. Kraus & Co
UNCHANGED3,7703,77000%$271.3K$253.9K-$17.4K2026-10-20
Key FInancial Inc
DECREASED3,7624,291-529-12%$308.7K$253.3K-$55.4K2026-11-02
Paradigm, Strategies in Wealth Management, LLC
INCREASED3,7573,745+12+0%$269.4K$253.0K-$16.5K2026-10-16
Chilton Capital Management LLC
UNCHANGED3,7533,75300%$270.0K$252.7K-$17.3K2026-10-28
Trek Financial, LLC
INCREASED3,7413,501+240+7%$251.9K$251.9K+$522026-10-29
Axiom Investment Management LLC
INCREASED3,7381,499+2,239+149%$107.9K$251.7K+$143.9K2026-11-03
Post Resch Tallon Group Inc.
UNCHANGED3,7293,72900%$268.3K$251.1K-$17.2K2026-10-09
Chemung Canal Trust Co
UNCHANGED3,7223,72200%$267.8K$250.6K-$17.2K2026-11-04
Smith Partners Wealth Management, LLC
INCREASED3,7213,600+121+3%$259.0K$250.6K-$8.4K2026-11-05
Global Wealth Management Investment Advisory, Inc.
INCREASED3,7083,401+307+9%$244.7K$249.7K+$5.0K2026-11-04
Fortitude Family Office, LLC
INCREASED3,6983,433+265+8%$247.0K$249.0K+$2.0K2026-10-14
Altus Wealth Group LLC
DECREASED3,6963,762-66-2%$270.7K$248.9K-$21.8K2026-10-20
Chesley Taft & Associates LLC
UNCHANGED3,6893,68900%$265.4K$248.4K-$17.0K2026-10-13
Adirondack Trust Co
UNCHANGED3,6633,66300%$263.5K$246.7K-$16.9K2026-10-14
Northeast Investment Management
UNCHANGED3,6593,65900%$263.3K$246.4K-$16.9K2026-10-30
Portfolio Design Labs, LLC
INCREASED3,6383,565+73+2%$256.5K$245.0K-$11.5K2026-11-04
55 North Private Wealth, LLC
INCREASED3,6132,891+722+25%$208.0K$243.3K+$35.3K2026-10-20
Aspire Private Capital, LLC
DECREASED3,6123,616-40%$260.2K$243.3K-$16.9K2026-11-05
Triangle Securities Wealth Management
UNCHANGED3,6113,61100%$259.8K$243.2K-$16.6K2026-10-14
AIA Group Ltd
INCREASED3,6073,409+198+6%$245.3K$242.9K-$2.4K2026-10-30
Union Savings Bank
DECREASED3,6023,636-34-1%$261.6K$242.6K-$19.1K2026-10-14
Benin Management Corp
UNCHANGED3,6023,60200%$259.1K$242.5K-$16.6K2026-10-22
Weaver Consulting Group
DECREASED3,5963,601-50%$259.1K$242.2K-$16.9K2026-10-07
Sentry LLC
DECREASED3,5954,119-524-13%$296.4K$242.1K-$54.3K2026-10-30
Insight Advisors, LLC/ PA
DECREASED3,5904,011-421-10%$288.6K$241.7K-$46.8K2026-10-22
Kenora Financial, LLC
UNCHANGED3,5903,59000%$258.3K$241.8K-$16.6K2026-10-20
CapWealth Advisors, LLC
UNCHANGED3,5883,58800%$258.2K$241.6K-$16.5K2026-10-05
Eagle Bay Advisors LLC
INCREASED3,5873,413+174+5%$249.2K$245.2K-$3.9K2026-10-16
Aries Wealth Management
UNCHANGED3,5703,57000%$256.9K$240.4K-$16.5K2026-10-23
Smith Asset Management Co., LLC
DECREASED3,5663,636-70-2%$261.6K$240.1K-$21.5K2026-10-16
ARQ Wealth Advisors, LLC
UNCHANGED3,5603,56000%$256.9K$239.7K-$17.2K2026-10-29
Shum Financial Group, Inc.
DECREASED3,5513,561-100%$256.2K$239.1K-$17.1K2026-10-13
LeConte Wealth Management, LLC
DECREASED3,5494,042-493-12%$290.8K$239.0K-$51.8K2026-10-20
Kaydan Wealth Management, Inc.
INCREASED3,5453,342+203+6%$240.5K$238.7K-$1.7K2026-10-08
Cooper Financial Group
INCREASED3,5443,368+176+5%$242.3K$238.7K-$3.7K2026-10-07
Heck Capital Advisors, LLC
INCREASED3,5402,767+773+28%$201.3K$240.9K+$39.6K2026-10-14
Tred Avon Family Wealth, LLC
DECREASED3,5373,651-114-3%$262.7K$238.2K-$24.5K2026-10-20
Capital Advantage, Inc.
NEW3,524—+3,524——$237.3K—2026-10-14
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED3,5203,545-25-1%$255.1K$237.1K-$18.0K2026-10-13
D.B. Root & Company, LLC
DECREASED3,5103,617-107-3%$260.2K$236.4K-$23.9K2026-11-04
Coquina Private Wealth LLC
INCREASED3,5053,467+38+1%$249.5K$236.0K-$13.5K2026-10-27
FSM Wealth Advisors, LLC
DECREASED3,5043,545-41-1%$255.1K$250.2K-$4.8K2026-10-27
AMG National Trust Bank
DECREASED3,5004,827-1,327-27%$347.3K$235.7K-$111.6K2026-11-05
Atala Financial Inc
UNCHANGED3,5003,50000%$251.8K$235.7K-$16.1K2026-10-22
Foster Dykema Cabot & Partners, LLC
UNCHANGED3,5003,50000%$255.5K$239.6K-$16.0K2026-10-30
Trust Co of Oklahoma
DECREASED3,4953,591-96-3%$258.4K$235.4K-$23.0K2026-10-15
MW Advisory, LLC
INCREASED3,4883,042+446+15%$218.9K$234.9K+$16.0K2026-10-19
Central Valley Advisors, LLC
DECREASED3,48742,183-38,696-92%$3.0M$234.8K-$2.8M2026-10-27
Jacobsen Capital Management
INCREASED3,4863,436+50+1%$247.2K$234.7K-$12.5K2026-10-27
Summit Wealth Group LLC / Co
INCREASED3,4843,055+429+14%$219.8K$234.6K+$14.8K2026-10-29
Security Financial Services, Inc.
INCREASED3,4633,338+125+4%$240.2K$233.2K-$7.0K2026-10-29
Indiana Trust & Investment Management Co
UNCHANGED3,4503,45000%$248.2K$232.3K-$15.9K2026-10-22
Yoder Wealth Management, Inc.
INCREASED3,4443,320+124+4%$238.9K$231.9K-$7.0K2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED3,4383,249+189+6%$233.7K$231.5K-$2.2K2026-10-29
Jeppson Wealth Management, LLC
DECREASED3,4343,670-236-6%$264.1K$231.2K-$32.8K2026-10-20
Norris Perne & French LLP
INCREASED3,4332,833+600+21%$203.8K$231.2K+$27.3K2026-10-23
Mezzasalma Advisors, LLC
INCREASED3,4323,376+56+2%$242.9K$231.1K-$11.8K2026-10-14
Spectrum Asset Management, Inc. (NB )
UNCHANGED3,4053,40500%$248.6K$233.1K-$15.5K2026-10-19
GSG Advisors LLC
INCREASED3,4013,149+252+8%$226.6K$229.0K+$2.5K2026-11-03
Ramiah Investment Group
INCREASED3,4003,091+309+10%$222.4K$229.0K+$6.6K2026-10-20
SevenBridge Financial Group, LLC
UNCHANGED3,4003,40000%$232.4K$253.8K+$21.4K2026-10-26
Altfest L J & Co Inc
INCREASED3,3993,321+78+2%$239.0K$228.9K-$10.1K2026-10-27
Ellerson Group Inc
UNCHANGED3,3953,39500%$244.3K$261.2K+$16.9K2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED3,3892,870+519+18%$206.5K$228.2K+$21.7K2026-11-02
Peddock Capital Advisors, LLC
INCREASED3,3813,377+4+0%$243.0K$227.6K-$15.4K2026-10-16
AdviceOne Advisory Services, LLC
INCREASED3,3813,379+2+0%$243.1K$227.7K-$15.5K2026-10-19
PW Nova Financial Services LLC
UNCHANGED3,3743,37400%$242.8K$227.2K-$15.6K2026-10-15
Baker Boyer National Bank
UNCHANGED3,3733,37300%$242.7K$227.1K-$15.5K2026-11-05
Markowski Investments
INCREASED3,3583,301+57+2%$237.5K$226.1K-$11.3K2026-10-30
Strategic Family Wealth Counselors, L.L.C.
INCREASED3,3423,241+101+3%$233.2K$225.0K-$8.1K2026-10-29
Rockport Wealth LLC
INCREASED3,3302,829+501+18%$203.5K$224.2K+$20.7K2026-11-03
Fortem Financial Group, LLC
DECREASED3,3273,353-26-1%$241.2K$224.0K-$17.2K2026-10-20
Garde Capital, Inc.
INCREASED3,3123,306+6+0%$237.9K$223.0K-$14.8K2026-10-29
Strata Wealth Advisors, LLC
INCREASED3,3113,279+32+1%$235.9K$223.0K-$13.0K2026-10-16
Atlatl Advisers LLC
DECREASED3,3093,392-83-2%$244.1K$222.8K-$21.2K2026-10-22
Harbour Trust & Investment Management Co
DECREASED3,3073,402-95-3%$244.8K$222.7K-$22.1K2026-10-28
Stronghold Wealth Management L.L.C.
INCREASED3,3023,276+26+1%$235.7K$222.4K-$13.4K2026-10-16
Torrey Growth & Income Advisors
DECREASED3,3003,800-500-13%$275.7K$225.3K-$50.4K2026-11-04
RDA Financial Network
INCREASED3,2973,142+155+5%$226.0K$222.0K-$4.0K2026-10-15
Keating Investment Counselors Inc
UNCHANGED3,2973,29700%$237.2K$222.0K-$15.2K2026-10-14
Laurion Capital Management LP
DECREASED3,29352,376-49,083-94%$3.8M$221.8K-$3.5M2026-10-30
Seek First Inc.
INCREASED3,2902,972+318+11%$213.8K$221.5K+$7.7K2026-10-27
DT Investment Partners, LLC
UNCHANGED3,2893,28900%$236.6K$221.5K-$15.2K2026-10-27
Acima Private Wealth, LLC
DECREASED3,2723,501-229-7%$251.9K$220.3K-$31.6K2026-10-05
Patriot Investment Management Group, Inc.
UNCHANGED3,2563,25600%$234.3K$219.3K-$15.0K2026-10-15
Advisor Resource Council
DECREASED3,2523,315-63-2%$238.3K$220.8K-$17.5K2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED3,2503,25000%$234.0K$219.0K-$15.0K2026-10-14
Global Strategic Investment Solutions, LLC
INCREASED3,2433,162+81+3%$227.5K$218.4K-$9.1K2026-10-16
Cerro Pacific Wealth Advisors LLC
NEW3,242—+3,242——$218.3K—2026-10-22
Warwick Investment Management, Inc.
DECREASED3,2403,449-209-6%$248.2K$218.2K-$30.0K2026-10-19
Birinyi Associates Inc
INCREASED3,2233,218+5+0%$232.0K$217.0K-$15.0K2026-10-28
Scott & Selber, Inc.
UNCHANGED3,2033,20300%$230.5K$215.7K-$14.8K2026-10-21
Eubel Brady & Suttman Asset Management Inc
INCREASED3,2013,186+15+0%$229.0K$216.0K-$13.0K2026-11-04
Chickasaw Capital Management LLC
UNCHANGED3,2003,20000%$230.0K$215.5K-$14.5K2026-10-08
Elevatus Welath Management
DECREASED3,1903,191-10%$229.6K$214.8K-$14.8K2026-10-19
Baring Financial LLC
DECREASED3,1853,318-133-4%$238.7K$214.5K-$24.3K2026-10-07
Quadrant Private Wealth Management, LLC
INCREASED3,1682,970+198+7%$216.9K$217.2K+$2572026-11-04
Legacy Financial Group, Inc.
INCREASED3,1602,952+208+7%$212.4K$212.8K+$3962026-10-21
Kennebec Savings Bank
UNCHANGED3,1553,15500%$227.0K$212.5K-$14.5K2026-10-22
Adelphi Trust Co
INCREASED3,1492,868+281+10%$206.4K$212.1K+$5.7K2026-10-05
Grant Private Wealth Management Inc
DECREASED3,1429,744-6,602-68%$701.1K$211.6K-$489.5K2026-10-19
Pinkerton Wealth, LLC
DECREASED3,1383,484-346-10%$229.9K$211.3K-$18.6K2026-10-29
Grandview Asset Management LLC
INCREASED3,1293,086+43+1%$222.1K$210.7K-$11.3K2026-10-19
Kelleher Financial Advisors
DECREASED3,1107,066-3,956-56%$508.4K$209.4K-$299.0K2026-10-30
James J. Burns & Company, LLC
INCREASED3,1093,108+1+0%$223.6K$209.3K-$14.3K2026-10-22
Rodgers & Associates, LTD
UNCHANGED3,1053,10500%$223.4K$209.1K-$14.3K2026-10-20
Vaughan David Investments LLC
INCREASED3,1003,000+100+3%$216.0K$209.0K-$7.0K2026-11-05
WMG Financial Advisors, LLC
UNCHANGED3,0993,09900%$223.0K$223.0K$02026-10-28
ADE, LLC
UNCHANGED3,0843,08400%$221.9K$207.7K-$14.2K2026-10-29
365 WMG Private Fund I: Primus Fund LLC
NEW3,082—+3,082——$207.5K—2026-10-20
Axecap Investments, LLC
UNCHANGED3,0823,08200%$221.8K$207.5K-$14.2K2026-10-20
TrustBank
INCREASED3,0802,580+500+19%$185.6K$207.4K+$21.8K2026-10-20
Tandem Investment Advisors, Inc.
DECREASED3,0715,984-2,913-49%$430.5K$206.8K-$223.7K2026-11-04
Harfst & Associates, Inc.
NEW3,064—+3,064——$206.3K—2026-10-20
Amplius Wealth Advisors, LLC
NEW3,062—+3,062——$206.2K—2026-10-20
WealthPoint Financial, LLC
NEW3,061—+3,061——$206.1K—2026-11-03
Park Edge Advisors, LLC
INCREASED3,0572,945+112+4%$211.9K$205.9K-$6.0K2026-10-28
Graetz Wealth LLC
INCREASED3,0562,849+207+7%$205.0K$205.8K+$7972026-10-27
RW Investment Management LLC
NEW3,048—+3,048——$205.3K—2026-11-03
Axxion S.A.
UNCHANGED3,0363,03600%$218.4K$204.4K-$14.0K2026-10-22
Rosenberg Matthew Hamilton
UNCHANGED3,0293,02900%$217.9K$204.0K-$14.0K2026-10-05
Certior Financial Group, LLC
INCREASED3,0242,865+159+6%$206.1K$203.6K-$2.5K2026-10-19
Quantum Financial Advisors, LLC
INCREASED3,0222,958+64+2%$212.8K$203.5K-$9.3K2026-11-03
Gemmer Asset Management LLC
UNCHANGED3,0223,02200%$217.4K$203.5K-$13.9K2026-10-16
Phillips Financial Management, LLC
DECREASED3,0213,198-177-6%$230.1K$203.4K-$26.7K2026-10-19
Edge Wealth Management LLC
DECREASED3,0003,200-200-6%$230.2K$201.5K-$28.7K2026-10-13
tru Independence LLC
DECREASED2,9853,648-663-18%$262.5K$201.0K-$61.5K2026-10-20
RTD Financial Advisors, Inc.
NEW2,981—+2,981——$200.7K—2026-10-09
Fairscale Capital, LLC
INCREASED2,9752,970+5+0%$216.8K$232.1K+$15.3K2026-11-04
Investors Research Corp
UNCHANGED2,9752,97500%$214.1K$200.3K-$13.7K2026-10-07
Fermata Advisors, LLC
NEW2,972—+2,972——$200.1K—2026-10-13
First Command Advisory Services, Inc.
INCREASED2,9382,216+722+33%$159.9K$200.7K+$40.8K2026-11-05
Bank of New Hampshire
UNCHANGED2,9302,93000%$210.8K$197.3K-$13.5K2026-10-06
JFS Wealth Advisors, LLC
INCREASED2,8582,822+36+1%$203.3K$192.9K-$10.4K2026-11-03
Financially Speaking Inc
UNCHANGED2,8502,85000%$188.1K$191.9K+$3.8K2026-11-05
Financial Solutions Advisory Group, Inc.
NEW2,791—+2,791——$209.6K—2026-10-28
Centerpoint Advisors, LLC
INCREASED2,7302,624+106+4%$189.0K$184.0K-$5.0K2026-11-05
Guidance Capital, Inc
NEW2,723—+2,723——$210.1K—2026-11-03
Avion Wealth
INCREASED2,6982,542+156+6%$182.0K$181.0K-$1.0K2026-11-04
SBK Financial, Inc.
UNCHANGED2,6472,64700%$190.4K$178.2K-$12.2K2026-11-02
Signature Equity Partners, LLC
INCREASED2,6161,870+746+40%$134.6K$176.2K+$41.6K2026-10-29
Bullock Wealth Management Group
DECREASED2,6113,231-620-19%$231.2K$174.8K-$56.4K2026-10-09
Hartford Financial Management Inc.
UNCHANGED2,5942,59400%$186.6K$174.7K-$12.0K2026-10-21
Pathway Financial Advisers, LLC
NEW2,575—+2,575——$173.4K—2026-10-27
S.A. Mason LLC
UNCHANGED2,5262,52600%$181.7K$170.1K-$11.6K2026-10-13
Thompson Investment Management, Inc.
DECREASED2,5193,148-629-20%$226.5K$169.6K-$56.9K2026-10-14
Summit Securities Group LLC
INCREASED2,5002,287+213+9%$164.6K$168.4K+$3.8K2026-11-05
Hoese & Co LLP
UNCHANGED2,5002,50000%$179.9K$168.4K-$11.5K2026-10-21
Clayton Financial Group LLC
NEW2,480—+2,480——$167.0K—2026-10-13
Pacifica Partners Inc.
UNCHANGED2,4532,45300%$178.4K$164.2K-$14.1K2026-10-09
Piscataqua Savings Bank
DECREASED2,4332,962-529-18%$213.1K$163.8K-$49.3K2026-10-21
Wilkerson Advisory Group LLC
INCREASED2,4262,355+71+3%$169.5K$163.3K-$6.1K2026-10-20
True Wealth Design, LLC
INCREASED2,423915+1,508+165%$65.8K$163.2K+$97.3K2026-10-13
Pacific Center for Financial Services
UNCHANGED2,3522,35200%$169.2K$158.4K-$10.8K2026-10-15
GHP Investment Advisors, Inc.
DECREASED2,3382,366-28-1%$170.2K$157.4K-$12.8K2026-10-15
City Holding Co
INCREASED2,2742,205+69+3%$158.6K$153.1K-$5.5K2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED2,2682,256+12+1%$162.3K$152.7K-$9.6K2026-10-14
Rydar Equities, Inc.
NEW2,265—+2,265——$157.1K—2026-10-13
Quaker Wealth Management, LLC
INCREASED2,1882,059+129+6%$148.2K$147.3K-$8652026-10-22
MB, Levis & Associates, LLC
DECREASED2,1772,237-60-3%$161.0K$146.6K-$14.4K2026-10-16
Vestor Capital, LLC
INCREASED2,156287+1,869+651%$84$122+$382026-11-04
Community Financial Services Group, LLC
UNCHANGED2,1372,13700%$152.9K$143.1K-$9.8K2026-10-15
Burkett Financial Services, LLC
DECREASED2,1312,238-107-5%$161.1K$143.5K-$17.5K2026-10-01
Polaris Financial Partners
NEW2,111—+2,111——$144—2026-10-02
Richardson Financial Services Inc.
DECREASED2,1015,591-3,490-62%$402.3K$141.5K-$260.8K2026-10-30
LFA - Lugano Financial Advisors SA
UNCHANGED2,1002,10000%$151.1K$141.4K-$9.7K2026-11-03
Kentucky Trust Co
UNCHANGED2,0962,09600%$150.8K$141.1K-$9.7K2026-10-15
Costello Asset Management, Inc
INCREASED2,0892,086+3+0%$150.1K$140.7K-$9.4K2026-10-30
Northstar Asset Management Co
UNCHANGED2,0002,00000%$146.0K$147.7K+$1.7K2026-10-22
Y.D. More Investments Ltd
DECREASED1,9532,616-663-25%$188.2K$131.5K-$56.7K2026-11-02
Evolution Wealth Management Inc.
INCREASED1,9271,551+376+24%$111.6K$129.8K+$18.2K2026-10-28
Silver Grove Financial Group, Inc.
DECREASED1,9112,108-197-9%$151.7K$128.7K-$23.0K2026-11-05
WPG Advisers, LLC
DECREASED1,8761,924-48-2%$138.4K$126.3K-$12.1K2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED1,8311,83100%$131.7K$123.3K-$8.4K2026-10-15
Creative Financial Designs Inc
INCREASED1,8181,744+74+4%$125.5K$122.4K-$3.1K2026-11-04
CrossGen Wealth, LLC
INCREASED1,8161,800+16+1%$129.5K$122.3K-$7.2K2026-10-30
Cranbrook Wealth Management, LLC
INCREASED1,8151,804+11+1%$129.8K$122.2K-$7.6K2026-10-28
Advantage Trust Co
UNCHANGED1,8031,80300%$129.7K$121.4K-$8.3K2026-10-19
Dorato Capital Management
UNCHANGED1,7971,79700%$129.0K$124.7K-$4.3K2026-10-08
Bfsg, LLC
INCREASED1,7931,569+224+14%$112.9K$120.7K+$7.9K2026-10-30
First Bancorp, Inc
UNCHANGED1,7911,79100%$128.9K$120.6K-$8.3K2026-10-26
Reap Financial Group, LLC
INCREASED1,7881,626+162+10%$117.0K$120.4K+$3.4K2026-11-02
Kozak & Associates, Inc.
DECREASED1,7233,672-1,949-53%$262.7K$125.8K-$136.9K2026-10-29
Barrett & Company, Inc.
INCREASED1,6981,677+21+1%$120.7K$114.3K-$6.3K2026-10-22
Wealth Enhancement Trust Services, Inc.
DECREASED1,6964,534-2,838-63%$326.2K$114.2K-$212.0K2026-10-07
Acumen Wealth Advisors, LLC
INCREASED1,5881,462+126+9%$106.8K$108.6K+$1.7K2026-11-05
Lodestone Wealth Management LLC
DECREASED1,5632,042-479-23%$146.9K$105.2K-$41.7K2026-10-14
West Paces Advisors Inc.
INCREASED1,533796+737+93%$57.3K$103.2K+$46.0K2026-10-13
Financial Management Professionals, Inc.
INCREASED1,4911,457+34+2%$106.4K$102.0K-$4.3K2026-10-23
First Community Trust NA
DECREASED1,4501,500-50-3%$107.9K$97.6K-$10.3K2026-10-07
Financial Consulate, Inc
DECREASED1,3621,516-154-10%$109.2K$91.8K-$17.4K2026-10-23
Evermay Wealth Management LLC
UNCHANGED1,3341,33400%$97.4K$91.3K-$6.1K2026-11-05
Curat Global, LLC
UNCHANGED1,3161,31600%$94.7K$88.7K-$6.1K2026-10-26
Granite FO LLC
UNCHANGED1,3021,30200%$93.7K$87.7K-$6.0K2026-10-14
Flagship Wealth Advisors, LLC
UNCHANGED1,3001,30000%$93.5K$87.5K-$6.0K2026-11-03
Hickory Point Bank & Trust
UNCHANGED1,3001,30000%$93.5K$87.5K-$6.0K2026-10-01
Bell Investment Advisors, Inc
DECREASED1,2861,408-122-9%$101.3K$86.6K-$14.7K2026-10-29
Birchbrook, Inc.
UNCHANGED1,2501,25000%$89.9K$84.2K-$5.8K2026-10-14
IFS Advisors, LLC
UNCHANGED1,2401,24000%$89.2K$83.5K-$5.7K2026-10-14
Canton Hathaway, LLC
UNCHANGED1,2401,24000%$89.2K$83.5K-$5.7K2026-10-23
Elevated Capital Advisors, LLC
DECREASED1,2285,726-4,498-79%$412.0K$82.7K-$329.3K2026-11-04
Wolff Wiese Magana LLC
INCREASED1,2021,192+10+1%$85.7K$80.9K-$4.8K2026-10-15
Owl Creek Wealth Partners LLC
UNCHANGED1,2021,20200%$86.5K$80.9K-$5.5K2026-10-20
Steph & Co
UNCHANGED1,2001,20000%$86.3K$80.8K-$5.5K2026-10-07
Gen-Wealth Partners Inc
DECREASED1,1991,292-93-7%$93.0K$80.7K-$12.2K2026-11-04
Vermillion Wealth Management, Inc.
DECREASED1,1981,734-536-31%$124.8K$80.7K-$44.1K2026-10-26
First Premier Bank
UNCHANGED1,1901,19000%$86.0K$80.0K-$6.0K2026-10-13
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,1581,15800%$83.3K$78.0K-$5.3K2026-10-20
Lipe & Dalton
UNCHANGED1,1251,12500%$81.0K$76.0K-$5.0K2026-10-15
Asset Dedication, LLC
INCREASED1,120579+541+93%$41.7K$75.4K+$33.8K2026-11-03
Mcdonald Partners LLC
UNCHANGED1,1151,11500%$80.2K$75.1K-$5.1K2026-11-03
Global Trust Asset Management, LLC
DECREASED1,1141,176-62-5%$84.6K$75.0K-$9.6K2026-10-19
Kingdom Financial Group Llc.
INCREASED1,113228+885+388%$16.4K$74.9K+$58.5K2026-11-04
Private Wealth Management Group, LLC
INCREASED1,111915+196+21%$65.8K$74.8K+$9.0K2026-10-19
Tower View Wealth Management LLC
INCREASED1,1011,085+16+1%$78.0K$74.1K-$3.9K2026-10-23
Brown, Lisle Ings, Inc.
UNCHANGED1,0881,08800%$78.3K$73.3K-$5.0K2026-10-16
CGC Financial Services, LLC
UNCHANGED1,0641,06400%$76.6K$71.7K-$4.9K2026-10-13
New England Capital Financial Advisors LLC
INCREASED1,0471,038+9+1%$74.7K$70.5K-$4.2K2026-11-03
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED1,0001,00000%$72.0K$67.3K-$4.6K2026-10-28
Catherine Avery Investment Management LLC
UNCHANGED1,0001,00000%$72.0K$67.3K-$4.6K2026-10-14
Bayban
UNCHANGED99999900%$71.9K$71.9K$02026-11-05
Planning Strategies Inc.
UNCHANGED98498400%$70.8K$66.3K-$4.5K2026-10-02
Activest Wealth Management
INCREASED960312+648+208%$22.4K$64.6K+$42.2K2026-10-15
SJS Investment Consulting Inc.
INCREASED95632+924+2888%$2.3K$64.4K+$62.1K2026-10-26
Investment Research & Advisory Group, Inc.
INCREASED938925+13+1%$77.4K$75.0K-$2.4K2026-10-19
Highline Wealth Partners LLC
INCREASED899507+392+77%$36.5K$60.5K+$24.1K2026-10-19
Elevation Wealth Partners, LLC
INCREASED853802+51+6%$57.7K$57.4K-$2622026-10-07
Bulwark Capital Corp
UNCHANGED84684600%$60.9K$57.0K-$3.9K2026-10-13
AXS Investments LLC
DECREASED8351,107-272-25%$79.6K$56.2K-$23.4K2026-11-04
Hughes Financial Services, LLC
INCREASED806600+206+34%$43.1K$61.9K+$18.7K2026-10-30
Sawyer & Company, Inc
UNCHANGED80080000%$57.6K$53.9K-$3.7K2026-10-21
Chapman Financial Group, LLC
UNCHANGED78678600%$56.6K$52.9K-$3.6K2026-10-26
Physician Wealth Advisors, Inc.
INCREASED771695+76+11%$50.0K$51.9K+$1.9K2026-10-20
Dynamic Wealth Strategies, LLC
UNCHANGED74174100%$53.3K$49.9K-$3.4K2026-10-16
Ulland Investment Advisors, LLC
UNCHANGED73273200%$53.0K$49.0K-$4.0K2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED71671600%$51.5K$48.2K-$3.3K2026-10-23
Miller Global Investments, LLC
UNCHANGED71471400%$51.4K$48.1K-$3.3K2026-10-02
St. Johns Investment Management Company, LLC
UNCHANGED68968900%$49.6K$46.4K-$3.2K2026-10-30
Sarver Vrooman Wealth Advisors
UNCHANGED68868800%$49.6K$46.3K-$3.3K2026-10-01
Cedar Mountain Advisors, LLC
UNCHANGED68768700%$49.4K$46.3K-$3.2K2026-10-15
Creative Capital Management Investments LLC
INCREASED654539+115+21%$38.8K$44.0K+$5.3K2026-10-28
Proathlete Wealth Management LLC
INCREASED651500+151+30%$36.0K$43.9K+$7.9K2026-10-15
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED64064000%$46.0K$43.1K-$3.0K2026-10-28
GK Wealth Management LLC
NEW638—+638——$43.0K—2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED63463400%$45.6K$42.7K-$2.9K2026-10-15
Joseph Group Capital Management
INCREASED617598+19+3%$43.0K$41.5K-$1.5K2026-11-04
Paladin Partners, LLC
INCREASED598589+9+2%$42.4K$40.3K-$2.1K2026-10-06
Louisbourg Investments Inc.
DECREASED591874-283-32%$62.9K$39.8K-$23.1K2026-10-20
Hurley Capital, LLC
INCREASED577569+8+1%$40.9K$38.9K-$2.1K2026-11-05
Fairman Group, LLC
INCREASED565556+9+2%$40.6K$38.6K-$2.0K2026-10-26
Olistico Wealth, LLC
UNCHANGED54154100%$38.9K$36.4K-$2.5K2026-10-05
West Branch Capital LLC
UNCHANGED50650600%$36.4K$34.1K-$2.3K2026-10-20
Carota Wealth Management
NEW505—+505——$34.0K—2026-11-03
Cornerstone National Bank & Trust Co
NEW498—+498——$33.3K—2026-10-20
Covestor Ltd
DECREASED492505-13-3%$36.0K$33.0K-$3.0K2026-10-30
Jnba Financial Advisors
INCREASED464292+172+59%$21.0K$31.2K+$10.2K2026-11-03
Newton One Investments LLC
INCREASED432426+6+1%$30.6K$29.1K-$1.5K2026-10-14
Nvwm, LLC
UNCHANGED42742700%$30.7K$28.8K-$2.0K2026-10-14
Meriwether Wealth & Planning, LLC
NEW422—+422——$28.4K—2026-10-13
Monetary Solutions, Ltd
INCREASED415413+2+0%$29.7K$27.9K-$1.8K2026-10-22
POM Investment Strategies, LLC
UNCHANGED41141100%$29.6K$27.7K-$1.9K2026-10-20
James T. Borello RIA
DECREASED406500-94-19%$36.0K$27.3K-$8.6K2026-10-16
Accordant Advisory Group Inc
DECREASED400500-100-20%$36.0K$26.9K-$9.0K2026-10-29
Tower Trust & Investment Co
UNCHANGED40040000%$28.8K$26.9K-$1.8K2026-10-28
Redwood Park Advisors LLC
INCREASED383377+6+2%$27.1K$25.8K-$1.4K2026-11-02
Balance Wealth Partners LLC
NEW375—+375——$25.3K—2026-10-27
Comprehensive Financial Planning, Inc.
INCREASED370363+7+2%$26.1K$24.9K-$1.2K2026-10-27
DecisionPoint Financial, LLC
INCREASED35611+345+3136%$787$23.8K+$23.0K2026-10-27
Peterson Wealth Services
UNCHANGED34234200%$24.6K$23.0K-$1.6K2026-10-26
Essential Investment Partners LLC
INCREASED336301+35+12%$21.7K$22.6K+$9692026-10-27
Retirement Wealth Solutions LLC
INCREASED331302+29+10%$21.7K$22.3K+$5262026-10-07
High Note Wealth, LLC
INCREASED329260+69+27%$18.7K$22.2K+$3.4K2026-10-27
Fairway Wealth LLC
INCREASED31715+302+2013%$1.1K$21.4K+$20.3K2026-10-30
Next Level Wealth Planning, LLC
NEW300—+300——$20.2K—2026-10-29
Berbice Capital Management LLC
NEW300—+300——$20.2K—2026-10-13
MidAtlantic Capital Management, Inc.
NEW300—+300——$20.2K—2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED30030000%$21.6K$20.2K-$1.4K2026-10-23
Country Trust Bank
DECREASED283333-50-15%$24.0K$19.1K-$4.9K2026-10-30
IMG Wealth Management, Inc.
INCREASED278118+160+136%$8.5K$18.7K+$10.2K2026-10-27
Montgomery Financial Services LLC
DECREASED264277-13-5%$20.0K$17.8K-$2.2K2026-11-03
Key Capital Management, Inc
DECREASED263412-149-36%$29.6K$17.7K-$11.9K2026-11-03
Align Financial, LLC
INCREASED261250+11+4%$18.0K$17.6K-$4122026-10-16
Three Bridge Wealth Advisors, LLC
NEW260—+260——$17.8K—2026-11-05
Richardson Capital Management LLC
NEW254—+254——$17.1K—2026-10-23
Vaquero Private Wealth, LTD
NEW251—+251——$16.9K—2026-10-27
McCarley & Cook Financial Planners
UNCHANGED25025000%$18.0K$16.8K-$1.2K2026-10-21
Financial Perspectives, Inc
INCREASED247243+4+2%$17.5K$16.6K-$8842026-11-03
Bay Harbor Wealth Management, LLC
INCREASED244226+18+8%$16.3K$16.7K+$4412026-11-03
Vision Financial Markets LLC
UNCHANGED20020000%$14.4K$13.5K-$9222026-10-22
Spurstone Advisory Services, LLC
UNCHANGED20020000%$14.3K$13.4K-$9182026-11-02
RMG Wealth Management LLC
DECREASED198228-30-13%$14.7K$15.0K+$3402026-10-26
Abound Wealth Management
INCREASED193163+30+18%$11.7K$13.0K+$1.3K2026-10-26
Sfam, LLC
UNCHANGED18518500%$13.3K$12.5K-$8532026-11-03
Prudent Man Investment Management, Inc.
UNCHANGED18018000%$10.4K$12.1K+$1.7K2026-11-03
Caitong International Asset Management Co., Ltd
DECREASED1774,045-3,868-96%$291.0K$11.9K-$279.1K2026-10-29
Reyes Financial Architecture, Inc.
UNCHANGED17617600%$12.7K$11.9K-$8112026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1641,175-1,011-86%$84.7K$11.1K-$73.6K2026-10-14
Clark Wealth Partners
INCREASED164137+27+20%$10.0K$11.2K+$1.2K2026-10-19
Marquette Asset Management, LLC
UNCHANGED16416400%$11.8K$11.0K-$7562026-10-09
Aspect Partners, LLC
INCREASED158139+19+14%$10.0K$10.6K+$6392026-10-20
UMB Private Wealth Management, LLC
NEW151—+151——$10.2K—2026-10-19
North Point Portfolio Managers Corp
NEW150—+150——$10.2K—2026-10-07
Nvest Wealth Strategies, Inc.
DECREASED146162-16-10%$11.7K$9.8K-$1.8K2026-10-14
Tounjian Advisory Partners, LLC
INCREASED14571+74+104%$5.1K$9.8K+$4.7K2026-11-04
Kings Path Partners LLC
UNCHANGED14414400%$10.4K$9.7K-$6642026-10-21
Barnes Dennig Private Wealth Management LLC
DECREASED140434-294-68%$31.2K$9.4K-$21.8K2026-10-30
Morton Brown Family Wealth, LLC
INCREASED13860+78+130%$4.3K$9.3K+$5.0K2026-10-23
Beacon Financial Strategies Corp
UNCHANGED12812800%$9.2K$8.6K-$5902026-10-14
PayPay Securities Corp
INCREASED12533+92+279%$2.4K$8.4K+$6.0K2026-10-27
Gleason Group, Inc.
UNCHANGED12412400%$8.9K$8.4K-$5722026-10-15
Quintet Private Bank (Europe) S.A.
UNCHANGED10010000%$7.2K$6.7K-$4612026-10-08
Hara Capital LLC
UNCHANGED10010000%$7.3K$6.8K-$4562026-10-30
Entrust Financial LLC
UNCHANGED999900%$7.1K$6.7K-$4572026-11-04
Signature Resources Capital Management, LLC
DECREASED98144-46-32%$10.4K$6.6K-$3.8K2026-10-16
USA Financial Formulas
NEW95—+95——$6.4K—2026-10-16
Downshift Financial, LLC
DECREASED80100-20-20%$7.2K$5.4K-$1.8K2026-10-13
Arlington Trust Co LLC
INCREASED7828+50+179%$2.0K$5.3K+$3.2K2026-10-20
Ninety One UK Ltd
UNCHANGED626200%$4.5K$4.2K-$2852026-10-15
Lynch Investment Planning, LLC
NEW55—+55——$3.8K—2026-10-27
DiNuzzo Private Wealth, Inc.
UNCHANGED535300%$3.8K$3.6K-$2442026-10-16
Maseco LLP
NEW52—+52——$3.5K—2026-10-27
CKW Financial Group
INCREASED5017+33+194%$1$3+$22026-10-29
Burk Holdings LLC
DECREASED4247-5-11%$3.4K$2.8K-$5542026-11-05
Portfolio Resources Advisor Group, Inc.
NEW39—+39——$2.7K—2026-10-20
RHL Group, LLC
UNCHANGED343400%$2.4K$2.3K-$1582026-11-04
Financial Network Wealth Advisors LLC
NEW33—+33——$2.2K—2026-10-28
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED333300%$2.4K$2.2K-$1522026-10-07
William Mack & Associates, Inc.
NEW32—+32——$2.2K—2026-10-27
Trifecta Capital Advisors, LLC
UNCHANGED323200%$2.3K$2.2K-$1482026-10-21
KFG LLC
NEW30—+30——$2.0K—2026-11-02
Noble Wealth Management PBC
INCREASED2111+10+91%$791$1.4K+$6232026-10-01
Sunrise Financial Services, LLC
UNCHANGED181800%$1.3K$1.2K-$832026-10-21
Mountain Hill Investment Partners Corp.
UNCHANGED171700%$1.2K$1.2K-$622026-10-23
Phillip James Consulting Co.
UNCHANGED161600%$1.2K$1.1K-$742026-11-03
Ashurst Perkins Coie Trust Co
NEW15—+15——$1.0K—2026-10-15
Bare Financial Services, Inc
NEW8—+8——$539—2026-11-04
Breakwater Investment Management
UNCHANGED8800%$576$539-$372026-10-20
Torren Management, LLC
UNCHANGED8800%$583$553-$302026-10-29
3 Factor Indexing, LLC
INCREASED54+1+25%$288$337+$492026-10-15
Gilpin Wealth Management, LLC
NEW3—+3——$203—2026-10-09
Glass Jacobson Investment Advisors llc
DECREASED181-80-99%$5.8K$68-$5.8K2026-10-26
Prairie Wealth Advisors, Inc.
NEW0—0——$209.9K—2026-10-29
Lockheed Martin Investment Management Co
CLOSED0292,800-292,800-100%$21.1M$0-$21.1M2026-11-04
Simplex Trading, LLC
CLOSED0135,419-135,419-100%$9.7M$0-$9.7M2026-11-04
Calamos Advisors LLC
CLOSED058,750-58,750-100%$4.2M$0-$4.2M2026-11-02
Meitav Investment House LTD
CLOSED038,158-38,158-100%$2.7M$0-$2.7M2026-10-28
111 Capital
CLOSED017,274-17,274-100%$1.2M$0-$1.2M2026-11-03
Blueprint Investment Partners LLC
CLOSED010,377-10,377-100%$746.7K$0-$746.7K2026-10-28
Wellington Shields Capital Management, LLC
CLOSED010,243-10,243-100%$737.0K$0-$737.0K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED09,867-9,867-100%$709.9K$0-$709.9K2026-10-27
Wellington Shields & Co., LLC
CLOSED09,607-9,607-100%$691.2K$0-$691.2K2026-11-03
Cynosure Group, LLC
CLOSED09,385-9,385-100%$675.3K$0-$675.3K2026-11-03
Axim Planning & Wealth
CLOSED09,274-9,274-100%$667.3K$0-$667.3K2026-10-28
Wakefield Asset Management Lllp
CLOSED07,888-7,888-100%$567.6K$0-$567.6K2026-11-05
Teamwork Financial Advisors, LLC
CLOSED07,518-7,518-100%$540.9K$0-$540.9K2026-10-19
Opal Wealth Advisors, LLC
CLOSED07,455-7,455-100%$536.4K$0-$536.4K2026-10-16
Stegent Equity Advisors, Inc.
CLOSED06,755-6,755-100%$486.0K$0-$486.0K2026-10-13
Brick & Kyle, Associates
CLOSED05,600-5,600-100%$369.5K$0-$369.5K2026-11-05
TritonPoint Partners, LLC
CLOSED05,319-5,319-100%$388.3K$0-$388.3K2026-11-05
OMC Financial Services LTD
CLOSED05,145-5,145-100%$370.2K$0-$370.2K2026-10-19
Lane Brothers & Co Inc
CLOSED04,522-4,522-100%$325.4K$0-$325.4K2026-11-02
Counterpoint Mutual Funds LLC
CLOSED04,224-4,224-100%$303.9K$0-$303.9K2026-10-16
Investment House LLC
CLOSED04,117-4,117-100%$296.2K$0-$296.2K2026-10-21
Segment Wealth Management, LLC
CLOSED04,043-4,043-100%$290.9K$0-$290.9K2026-10-26
Sterling Investment Counsel, LLC
CLOSED03,973-3,973-100%$285.9K$0-$285.9K2026-10-19
Shulman DeMeo Asset Management LLC
CLOSED03,786-3,786-100%$272.4K$0-$272.4K2026-10-09
Legacy Advisors, LLC
CLOSED03,720-3,720-100%$271.6K$0-$271.6K2026-10-19
SS&H Financial Advisors, Inc.
CLOSED03,550-3,550-100%$255.0K$0-$255.0K2026-10-28
Atwater Malick LLC
CLOSED03,523-3,523-100%$253.5K$0-$253.5K2026-10-15
KFG Wealth Management, LLC
CLOSED03,479-3,479-100%$250.3K$0-$250.3K2026-10-16
Spartan Planning & Wealth Management
CLOSED03,320-3,320-100%$238.9K$0-$238.9K2026-10-13
Advisory Solutions Group, LLC
CLOSED03,259-3,259-100%$234.5K$0-$234.5K2026-10-14
Douglas Lane & Associates, LLC
CLOSED03,176-3,176-100%$228.5K$0-$228.5K2026-10-09
MinichMacGregor Wealth Management, LLC
CLOSED03,135-3,135-100%$225.6K$0-$225.6K2026-10-14
Bayforest Capital Ltd
CLOSED03,120-3,120-100%$224.5K$0-$224.5K2026-11-03
Sigma Investment Counselors Inc
CLOSED03,119-3,119-100%$224.4K$0-$224.4K2026-10-27
Wespac Advisors, LLC
CLOSED03,113-3,113-100%$224.0K$0-$224.0K2026-10-26
First Citizens Financial Corp
CLOSED03,042-3,042-100%$218.9K$0-$218.9K2026-10-02
Vilga Financial Planning LLC
CLOSED03,011-3,011-100%$216.7K$0-$216.7K2026-10-09
Braun-Bostich & Associates Inc.
CLOSED02,969-2,969-100%$213.6K$0-$213.6K2026-10-20
Opinicus Capital, Inc.
CLOSED02,960-2,960-100%$213.0K$0-$213.0K2026-10-28
Dumont & Blake Investment Advisors LLC
CLOSED02,951-2,951-100%$212.3K$0-$212.3K2026-10-28
Insight Wealth Partners, LLC
CLOSED02,947-2,947-100%$212.0K$0-$212.0K2026-10-26
Oak Asset Management, LLC
CLOSED02,935-2,935-100%$211.2K$0-$211.2K2026-10-13
Saratoga Research & Investment Management
CLOSED02,920-2,920-100%$210.1K$0-$210.1K2026-10-16
Dutch Asset Corp
CLOSED02,919-2,919-100%$210.0K$0-$210.0K2026-10-20
Sunpointe, LLC
CLOSED02,913-2,913-100%$209.6K$0-$209.6K2026-10-22
Murphy, Middleton, Hinkle & Parker, Inc.
CLOSED02,912-2,912-100%$209.5K$0-$209.5K2026-10-15
Slocum, Gordon & Co LLP
CLOSED02,900-2,900-100%$208.7K$0-$208.7K2026-10-19
Cambridge Advisors Inc.
CLOSED02,892-2,892-100%$208.1K$0-$208.1K2026-10-19
Crescent Grove Advisors, LLC
CLOSED02,825-2,825-100%$206.3K$0-$206.3K2026-10-21
Sunbeam Capital Management, LLC
CLOSED02,823-2,823-100%$203.1K$0-$203.1K2026-11-05
River Street Advisors LLC
CLOSED02,818-2,818-100%$202.8K$0-$202.8K2026-10-22
Fortress Financial Group, LLC
CLOSED02,814-2,814-100%$202.5K$0-$202.5K2026-10-21
Allied Investment Advisors, LLC
CLOSED02,800-2,800-100%$201.5K$0-$201.5K2026-10-13
CPC Advisors, LLC
CLOSED02,795-2,795-100%$201.1K$0-$201.1K2026-10-21
Jacksonville Wealth Management, LLC
CLOSED02,792-2,792-100%$200.9K$0-$200.9K2026-10-30
Veratis Advisors, Inc.
CLOSED02,791-2,791-100%$200.8K$0-$200.8K2026-11-03
Cornerstone Planning Group LLC
CLOSED02,640-2,640-100%$190.5K$0-$190.5K2026-10-16
Zega Investments, LLC
CLOSED01,721-1,721-100%$123.8K$0-$123.8K2026-11-04
Gill Capital Partners, LLC
CLOSED01,000-1,000-100%$72.0K$0-$72.0K2026-10-13
Islay Capital Management, LLC
CLOSED0842-842-100%$60.6K$0-$60.6K2026-10-20
LifeSteps Financial, Inc.
CLOSED0730-730-100%$52.5K$0-$52.5K2026-10-15
Valley Wealth Managers, Inc.
CLOSED0718-718-100%$51.7K$0-$51.7K2026-10-09
Stone House Investment Management, LLC
CLOSED0523-523-100%$37.6K$0-$37.6K2026-10-23
Ball & Co Wealth Management Inc.
CLOSED0474-474-100%$34.0K$0-$34.0K2026-11-05
William B. Walkup & Associates, Inc.
CLOSED0447-447-100%$32.2K$0-$32.2K2026-11-05
Spectrum Wealth Advisory Group, LLC
CLOSED0415-415-100%$29.9K$0-$29.9K2026-10-29
Plante Moran Financial Advisors, LLC
CLOSED0374-374-100%$26.9K$0-$26.9K2026-11-04
Founders Capital Management
CLOSED0306-306-100%$22.0K$0-$22.0K2026-10-13
FNY Investment Advisers, LLC
CLOSED0300-300-100%$21$0-$212026-10-16
Whipplewood Advisors, LLC
CLOSED0221-221-100%$15.9K$0-$15.9K2026-10-20
Obsidian CIO, LLC
CLOSED0160-160-100%$11.5K$0-$11.5K2026-11-05
First Pacific Financial
CLOSED0133-133-100%$9.6K$0-$9.6K2026-10-14
United Financial Planning Group LLC
CLOSED0128-128-100%$9.2K$0-$9.2K2026-11-04
Robinswood Financial LLC
CLOSED0100-100-100%$7.2K$0-$7.2K2026-10-20
Strengthening Families & Communities, LLC
CLOSED038-38-100%$2.7K$0-$2.7K2026-10-21
Halbert Hargrove Global Advisors, LLC
CLOSED016-16-100%$1.1K$0-$1.1K2026-10-16
Navigoe, LLC
CLOSED07-7-100%$0$0$02026-11-04
Mascoma Wealth Management LLC
CLOSED07-7-100%$504$0-$5042026-10-23
Decker Retirement Planning Inc.
CLOSED04-4-100%$288$0-$2882026-10-19
BlackRock, Inc.
N/A—126,073,166-126,073,166-100%$9.1B———
Vanguard Capital Management LLC
N/A—109,032,952-109,032,952-100%$7.8B———
State Street Corp
N/A—70,192,620-70,192,620-100%$5.1B———
Charles Schwab Investment Management Inc
N/A—59,122,097-59,122,097-100%$4.3B———
Capital Research Global Investors
N/A—58,653,624-58,653,624-100%$4.2B———
Geode Capital Management, LLC
N/A—47,721,870-47,721,870-100%$3.4B———
Vanguard Portfolio Management LLC
N/A—33,719,478-33,719,478-100%$2.4B———
GQG Partners LLC
N/A—25,111,622-25,111,622-100%$1.8B———
Morgan Stanley
N/A—22,702,935-22,702,935-100%$1.6B———
Ameriprise Financial Inc
N/A—22,047,402-22,047,402-100%$1.6B———
Capital World Investors
N/A—18,480,673-18,480,673-100%$1.3B———
Northern Trust Corp
N/A—15,604,968-15,604,968-100%$1.1B———
Bank of America Corp
N/A—15,351,862-15,351,862-100%$1.1B———
Goldman Sachs Group Inc
N/A—13,862,242-13,862,242-100%$997.4M———
JPMorgan Chase & Co
N/A—12,207,565-12,207,565-100%$904.0M———
Invesco Ltd.
N/A—11,724,425-11,724,425-100%$843.6M———
Vanguard Fiduciary Trust Co
N/A—9,376,660-9,376,660-100%$674.7M———
UBS Group AG
N/A—8,870,398-8,870,398-100%$638.2M———
Legal & General Group Plc
N/A—8,778,401-8,778,401-100%$631.6M———
Arrowstreet Capital, Limited Partnership
N/A—7,082,195-7,082,195-100%$509.6M———
LSV Asset Management
N/A—6,515,621-6,515,621-100%$468.8M———
First Trust Advisors LP
N/A—6,379,718-6,379,718-100%$459.0M———
Pacer Advisors, Inc.
N/A—6,360,931-6,360,931-100%$457.7M———
Raymond James Financial Inc
N/A—6,336,137-6,336,137-100%$455.9M———
Nuveen, LLC
N/A—6,166,946-6,166,946-100%$443.7M———
UBS Asset Management Americas LLC
N/A—6,134,502-6,134,502-100%$441.4M———
Royal Bank of Canada
N/A—6,077,187-6,077,187-100%$437.3M———
FMR LLC
N/A—6,010,922-6,010,922-100%$432.5M———
AQR Capital Management LLC
N/A—5,940,353-5,940,353-100%$427.4M———
Wells Fargo & Company
N/A—5,697,294-5,697,294-100%$409.9M———
Allianz Asset Management GmbH
N/A—5,164,495-5,164,495-100%$371.6M———
Marshall Wace, LLP
N/A—5,006,159-5,006,159-100%$360.2M———
National Pension Service
N/A—4,998,800-4,998,800-100%$359.7M———
Canada Pension Plan Investment Board
N/A—4,860,917-4,860,917-100%$349.7M———
Price T Rowe Associates Inc
N/A—4,838,426-4,838,426-100%$348.1M———
LPL Financial LLC
N/A—4,831,984-4,831,984-100%$347.7M———
Swiss National Bank
N/A—4,713,900-4,713,900-100%$339.2M———
Deutsche Bank Ag\
N/A—4,577,251-4,577,251-100%$329.3M———
Fayez Sarofim & Co
N/A—4,106,343-4,106,343-100%$295.5M———
Barclays PLC
N/A—4,044,198-4,044,198-100%$291.0M———
Envestnet Asset Management Inc
N/A—3,829,147-3,829,147-100%$275.5M———
Vanguard Global Advisers, LLC
N/A—3,687,808-3,687,808-100%$265.3M———
Franklin Resources Inc
N/A—3,672,390-3,672,390-100%$264.2M———
Federated Hermes, Inc.
N/A—3,638,830-3,638,830-100%$261.8M———
HSBC Holdings PLC
N/A—3,613,408-3,613,408-100%$260.5M———
London Co of Virginia
N/A—3,464,036-3,464,036-100%$249.2M———
Vanguard Asset Management, Ltd
N/A—3,439,101-3,439,101-100%$247.4M———
Victory Capital Management Inc
N/A—2,995,830-2,995,830-100%$215.5M———
Bank of Montreal
N/A—2,632,492-2,632,492-100%$189.4M———
Rhumbline Advisers
N/A—2,471,349-2,471,349-100%$177.8M———
Cullen Capital Management, LLC
N/A—2,311,947-2,311,947-100%$166.3M———
O'shaughnessy Asset Management, LLC
N/A—2,267,459-2,267,459-100%$163.1M———
BNP Paribas Financial Markets
N/A—2,193,890-2,193,890-100%$157.9M———
Citadel Advisors LLC
N/A—2,187,157-2,187,157-100%$157.4M———
Alyeska Investment Group, L.P.
N/A—2,133,222-2,133,222-100%$153.5M———
Panagora Asset Management Inc
N/A—2,065,311-2,065,311-100%$148.6M———
PNC Financial Services Group, Inc.
N/A—1,958,820-1,958,820-100%$140.9M———
New York State Common Retirement Fund
N/A—1,944,800-1,944,800-100%$139.9M———
Alliancebernstein L.P.
N/A—1,890,884-1,890,884-100%$124.8M———
SEI Investments Co
N/A—1,807,468-1,807,468-100%$130.0M———
Renaissance Technologies LLC
N/A—1,781,400-1,781,400-100%$128.2M———
Cetera Investment Advisers
N/A—1,752,590-1,752,590-100%$126.1M———
Bridgewater Associates, LP
N/A—1,727,216-1,727,216-100%$124.3M———
Stifel Financial Corp
N/A—1,705,157-1,705,157-100%$122.7M———
D. E. Shaw & Co., Inc.
N/A—1,586,265-1,586,265-100%$114.1M———
Lazard Asset Management LLC
N/A—1,562,508-1,562,508-100%$112.4M———
Russell Investments Group, Ltd.
N/A—1,556,419-1,556,419-100%$112.2M———
Adage Capital Partners GP, L.L.C.
N/A—1,488,332-1,488,332-100%$107.1M———
State Board of Administration of Florida Retirement System
N/A—1,444,688-1,444,688-100%$103.9M———
HighTower Advisors, LLC
N/A—1,405,083-1,405,083-100%$101.1M———
Osaic Holdings, Inc.
N/A—1,396,779-1,396,779-100%$100.5M———
Manufacturers Life Insurance Company, the
N/A—1,379,243-1,379,243-100%$99.2M———
Macquarie Group LTD
N/A—1,355,164-1,355,164-100%$97.5M———
Natixis Advisors, LLC
N/A—1,282,879-1,282,879-100%$92.3M———
Railway Pension Investments Ltd
N/A—1,264,600-1,264,600-100%$91.0M———
Massachusetts Financial Services Co
N/A—1,262,056-1,262,056-100%$91.6M———
Amundi
N/A—1,252,381-1,252,381-100%$90.1M———
Quantinno Capital Management LP
N/A—1,220,763-1,220,763-100%$87.8M———
National Bank of Canada
N/A—1,192,953-1,192,953-100%$85.8M———
Janney Montgomery Scott LLC
N/A—1,164,691-1,164,691-100%$83.8M———
Nomura Asset Management International Inc.
N/A—1,121,424-1,121,424-100%$80.7M———
Acadian Asset Management LLC
N/A—1,107,002-1,107,002-100%$79.6M———
RNC Capital Management LLC
N/A—1,033,865-1,033,865-100%$74.4M———
Mariner, LLC
N/A—1,021,580-1,021,580-100%$73.5M———
Capital Fund Management S.A.
N/A—940,688-940,688-100%$67.7M———
Prudential Financial Inc
N/A—902,115-902,115-100%$64.9M———
Capitolis Liquid Global Markets LLC
N/A—900,000-900,000-100%$64.8M———
Zacks Investment Management
N/A—891,813-891,813-100%$64.2M———
State of Wisconsin Investment Board
N/A—891,762-891,762-100%$64.2M———
Susquehanna International Group, LLP
N/A—882,113-882,113-100%$63.5M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—879,211-879,211-100%$63.3M———
Teacher Retirement System of Texas
N/A—862,935-862,935-100%$62.1M———
Jones Financial Companies Lllp
N/A—862,809-862,809-100%$63.6M———
Mercer Global Advisors Inc
N/A—836,806-836,806-100%$60.2M———
Treasurer of the State of North Carolina
N/A—835,928-835,928-100%$60.1M———
SG Americas Securities, LLC
N/A—835,151-835,151-100%$60.1M———
TD Asset Management Inc
N/A—833,067-833,067-100%$59.9M———
Chevy Chase Trust Holdings, LLC
N/A—832,838-832,838-100%$59.9M———
Captrust Financial Advisors
N/A—826,577-826,577-100%$59.5M———
Gotham Asset Management, LLC
N/A—815,413-815,413-100%$58.7M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—805,557-805,557-100%$48.0M———
Voya Investment Management LLC
N/A—804,148-804,148-100%$57.9M———
Wellington Management Group LLP
N/A—783,686-783,686-100%$56.4M———
Vanguard Investments Australia, Ltd.
N/A—754,379-754,379-100%$54.3M———
Focus Partners Wealth
N/A—749,469-749,469-100%$54.0M———
Korea Investment Corp
N/A—743,560-743,560-100%$53.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—742,971-742,971-100%$53.5M———
Eurizon Capital SGR S.p.A.
N/A—741,800-741,800-100%$53.4M———
Royal London Asset Management LTD
N/A—740,021-740,021-100%$53.2M———
Mitsubishi UFJ Trust & Banking Corp
N/A—732,132-732,132-100%$52.7M———
Worldquant Millennium Advisors LLC
N/A—723,122-723,122-100%$52.0M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—702,033-702,033-100%$50.5M———
Credit Agricole S A
N/A—690,207-690,207-100%$49.7M———
AE Wealth Management LLC
N/A—687,185-687,185-100%$49.4M———
Nomura Asset Management Co LTD
N/A—686,582-686,582-100%$49.4M———
Teachers Retirement System of the State of Kentucky
N/A—672,375-672,375-100%$48.4M———
Public Employees Retirement System of Ohio
N/A—656,331-656,331-100%$47.2M———
State of Tennessee, Department of Treasury
N/A—637,639-637,639-100%$45.9M———
Fukoku Mutual Life Insurance Co
N/A—615,521-615,521-100%$44.3M———
Commerce Bank
N/A—614,088-614,088-100%$44.2M———
CIBC Bancorp USA Inc.
N/A—612,616-612,616-100%$44.1M———
Neuberger Berman Group LLC
N/A—607,927-607,927-100%$43.7M———
MML Investors Services, LLC
N/A—582,166-582,166-100%$41.9M———
Sanctuary Advisors, LLC
N/A—579,228-579,228-100%$41.7M———
CSM Advisors, LLC
N/A—564,821-564,821-100%$40.6M———
Advisors Capital Management, LLC
N/A—551,837-551,837-100%$39.7M———
Rockefeller Capital Management L.P.
N/A—543,941-543,941-100%$39.1M———
Canada Life Assurance Co
N/A—534,998-534,998-100%$38.4M———
Cerity Partners LLC
N/A—523,165-523,165-100%$37.6M———
Toronto Dominion Bank
N/A—513,248-513,248-100%$36.9M———
QRG Capital Management, Inc.
N/A—494,560-494,560-100%$35.6M———
M&T Bank Corp
N/A—483,466-483,466-100%$34.8M———
Resona Asset Management Co.,Ltd.
N/A—478,439-478,439-100%$34.6M———
Empowered Funds, LLC
N/A—472,153-472,153-100%$34.0M———
Martingale Asset Management L P
N/A—462,014-462,014-100%$33.2M———
Foundations Investment Advisors, LLC
N/A—456,035-456,035-100%$32.8M———
Schroder Investment Management Group
N/A—447,792-447,792-100%$33.2M———
Mediolanum International Funds Ltd
N/A—437,462-437,462-100%$32.4M———
Natixis
N/A—429,880-429,880-100%$30.9M———
Man Group plc
N/A—428,918-428,918-100%$30.9M———
Millennium Management LLC
N/A—428,401-428,401-100%$30.8M———
Baird Financial Group, Inc.
N/A—411,470-411,470-100%$29.6M———
Distillate Capital Partners LLC
N/A—402,218-402,218-100%$28.9M———
NewEdge Advisors, LLC
N/A—401,497-401,497-100%$28.9M———
Beacon Pointe Advisors, LLC
N/A—393,180-393,180-100%$28.3M———
MetLife Investment Management, LLC
N/A—382,058-382,058-100%$27.5M———
Wealthfront Advisers LLC
N/A—372,191-372,191-100%$26.8M———
Envestnet Portfolio Solutions, Inc.
N/A—371,057-371,057-100%$26.7M———
Woodline Partners LP
N/A—364,557-364,557-100%$26.2M———
Pinnacle Financial Partners, Inc.
N/A—359,909-359,909-100%$25.9M———
Merit Financial Group, LLC
N/A—348,320-348,320-100%$25.1M———
&partners
N/A—342,927-342,927-100%$24.7M———
Vestcor Inc
N/A—337,918-337,918-100%$24.3M———
Glenmede Trust Co NA
N/A—329,061-329,061-100%$23.7M———
Bank of Nova Scotia
N/A—324,222-324,222-100%$23.3M———
Capital International, Inc.
N/A—313,833-313,833-100%$22.6M———
Aptus Capital Advisors, LLC
N/A—304,322-304,322-100%$21.9M———
Varma Mutual Pension Insurance Co
N/A—297,700-297,700-100%$21.4M———
Vident Advisory, LLC
N/A—273,714-273,714-100%$19.7M———
Mayflower Financial Advisors, LLC
N/A—272,884-272,884-100%$19.6M———
Stephens Inc
N/A—270,633-270,633-100%$19.5M———
Public Sector Pension Investment Board
N/A—270,461-270,461-100%$19.5M———
Northwestern Mutual Wealth Management Co
N/A—266,421-266,421-100%$19.2M———
Arax Advisory Partners
N/A—265,735-265,735-100%$19.1M———
Primecap Management Co
N/A—261,000-261,000-100%$18.8M———
Cresset Asset Management, LLC
N/A—259,099-259,099-100%$18.9M———
Blair William & Co
N/A—255,406-255,406-100%$18.4M———
Utah Retirement Systems
N/A—253,780-253,780-100%$18.3M———
British Columbia Investment Management Corp
N/A—250,858-250,858-100%$18.0M———
Police & Firemen's Retirement System of New Jersey
N/A—250,403-250,403-100%$18.0M———
Vanguard Personalized Indexing Management, LLC
N/A—247,822-247,822-100%$17.8M———
Landscape Capital Management, L.L.C.
N/A—242,681-242,681-100%$17.5M———
Hirtle & Co., LLC
N/A—238,688-238,688-100%$17.2M———
CIBC World Market Inc.
N/A—237,861-237,861-100%$17.1M———
Two Sigma Investments, LP
N/A—227,264-227,264-100%$16.4M———
Nissay Asset Management Corp N
N/A—223,488-223,488-100%$16.1M———
Guggenheim Capital LLC
N/A—220,905-220,905-100%$15.9M———
Pathstone Holdings, LLC
N/A—217,623-217,623-100%$15.7M———
Clearstead Advisors, LLC
N/A—215,438-215,438-100%$15.5M———
Systematic Alpha Investments, LLC
N/A—212,638-212,638-100%$15.3M———
Public Employees Retirement Association of Colorado
N/A—209,234-209,234-100%$15.1M———
Jane Street Group, LLC
N/A—208,444-208,444-100%$15.0M———
Advisors Asset Management, Inc.
N/A—207,534-207,534-100%$14.9M———
Tidal Investments LLC
N/A—206,207-206,207-100%$14.8M———
HRT Financial LP
N/A—203,338-203,338-100%$14.6M———
NorthRock Partners, LLC
N/A—201,246-201,246-100%$14.5M———
Allworth Financial LP
N/A—196,793-196,793-100%$14.2M———
Advisory Services Network, LLC
N/A—196,481-196,481-100%$14.1M———
Brown Advisory Inc
N/A—196,042-196,042-100%$14.1M———
MAI Capital Management
N/A—195,235-195,235-100%$14.1M———
Voloridge Investment Management, LLC
N/A—192,835-192,835-100%$13.9M———
Steward Partners Investment Advisory, LLC
N/A—188,067-188,067-100%$13.5M———
Capital Wealth Planning, LLC
N/A—186,313-186,313-100%$13.4M———
CreativeOne Wealth, LLC
N/A—182,391-182,391-100%$13.1M———
Johnson Financial Group, Inc.
N/A—177,491-177,491-100%$13.0M———
Empire Life Investments Inc.
N/A—177,007-177,007-100%$12.7M———
Horizon Investments, LLC
N/A—175,723-175,723-100%$12.6M———
Qube Research & Technologies Ltd
N/A—174,347-174,347-100%$12.5M———
Abacus FCF Advisors LLC
N/A—174,185-174,185-100%$12.5M———
Canal Capital Management, LLC
N/A—169,838-169,838-100%$12.2M———
Heritage Trust Co
N/A—166,452-166,452-100%$12.0M———
Huntington National Bank
N/A—166,233-166,233-100%$12.0M———
Hancock Whitney Corp
N/A—166,026-166,026-100%$11.9M———
Brown Brothers Harriman & Co
N/A—165,290-165,290-100%$11.9M———
Arkadios Wealth Advisors
N/A—163,015-163,015-100%$11.7M———
Snowden Capital Advisors LLC
N/A—161,691-161,691-100%$11.6M———
Atlantic Union Bankshares Corp
N/A—158,957-158,957-100%$11.4M———
Orion Porfolio Solutions, LLC
N/A—158,934-158,934-100%$11.4M———
Lifeworks Advisors, LLC
N/A—155,321-155,321-100%$11.2M———
Daiichi Life Insurance Co., Ltd.
N/A—154,410-154,410-100%$11.1M———
Private Advisor Group, LLC
N/A—154,054-154,054-100%$11.1M———
Equitable Holdings, Inc.
N/A—150,159-150,159-100%$10.8M———
Great Lakes Advisors, LLC
N/A—149,547-149,547-100%$10.8M———
Rafferty Asset Management, LLC
N/A—149,163-149,163-100%$10.7M———
Gardner Russo & Quinn LLC
N/A—148,603-148,603-100%$10.7M———
Federation des caisses Desjardins du Quebec
N/A—148,428-148,428-100%$10.7M———
Great Valley Advisor Group, Inc.
N/A—148,100-148,100-100%$10.7M———
Allstate Corp
N/A—148,088-148,088-100%$10.7M———
Parallax Volatility Advisers, L.P.
N/A—147,927-147,927-100%$10.6M———
Regal Investment Advisors LLC
N/A—146,676-146,676-100%$10.6M———
Auxier Asset Management LLC
N/A—145,362-145,362-100%$10.5M———
Windle Wealth, LLC
N/A—144,758-144,758-100%$10.4M———
LGT Fund Management Co Ltd.
N/A—144,702-144,702-100%$10.4M———
Aberdeen Group plc
N/A—143,634-143,634-100%$10.3M———
Sequoia Financial Advisors, LLC
N/A—137,847-137,847-100%$9.9M———
IEQ Capital, LLC
N/A—137,401-137,401-100%$9.9M———
Benjamin Edwards Inc
N/A—136,333-136,333-100%$9.8M———
Vinva Investment Management Ltd
N/A—135,878-135,878-100%$10.1M———
Integrated Wealth Concepts LLC
N/A—135,160-135,160-100%$9.7M———
Mutual Advisors, LLC
N/A—135,087-135,087-100%$9.7M———
Fisher Asset Management, LLC
N/A—134,120-134,120-100%$9.6M———
Caprock Group, LLC
N/A—131,812-131,812-100%$9.6M———
Mizuho Securities USA LLC
N/A—130,733-130,733-100%$9.4M———
American Century Companies Inc
N/A—126,098-126,098-100%$9.1M———
Nomura Holdings Inc
N/A—123,433-123,433-100%$8.9M———
Pinebridge Investments LLC
N/A—122,500-122,500-100%$8.8M———
Independent Advisor Alliance
N/A—121,392-121,392-100%$8.7M———
Wealthspire Advisors, LLC
N/A—118,733-118,733-100%$8.5M———
Denali Advisors LLC
N/A—117,440-117,440-100%$8.4M———
Harbour Investments, Inc.
N/A—114,028-114,028-100%$8.2M———
Hutner Capital Management Inc
N/A—113,040-113,040-100%$8.1M———
Waverly Advisors, LLC
N/A—111,031-111,031-100%$8.0M———
Calydon Capital
N/A—110,931-110,931-100%$8.0M———
Nykredit A/S
N/A—110,288-110,288-100%$7.9M———
Freestone Grove Partners LP
N/A—109,549-109,549-100%$7.9M———
Savant Capital, LLC
N/A—109,475-109,475-100%$7.8M———
Curi Capital, LLC
N/A—109,374-109,374-100%$8.0M———
EP Wealth Advisors, LLC
N/A—109,229-109,229-100%$7.9M———
Octavia Wealth Advisors, LLC
N/A—108,821-108,821-100%$7.9M———
Investment Management Corp of Ontario
N/A—106,589-106,589-100%$7.7M———
AlTi Global, Inc.
N/A—106,550-106,550-100%$7.7M———
Kentucky Retirement Systems
N/A—106,495-106,495-100%$7.7M———
Norinchukin Bank, The
N/A—105,807-105,807-100%$7.6M———
Global Retirement Partners, LLC
N/A—104,863-104,863-100%$7.5M———
AR Asset Management Inc
N/A—104,401-104,401-100%$7.5M———
RBO & Co LLC
N/A—98,239-98,239-100%$7.1M———
Summit Trail Advisors, LLC
N/A—98,122-98,122-100%$7.1M———
Kingsview Wealth Management, LLC
N/A—97,867-97,867-100%$7.0M———
BBR Partners, LLC
N/A—97,812-97,812-100%$7.0M———
United Capital Financial Advisors, LLC
N/A—96,246-96,246-100%$6.9M———
Whittier Trust Co
N/A—95,513-95,513-100%$6.9M———
Level Four Advisory Services, LLC
N/A—93,412-93,412-100%$6.7M———
Rathbones Group PLC
N/A—92,333-92,333-100%$6.6M———
Walleye Capital LLC
N/A—91,398-91,398-100%$6.6M———
Fred Alger Management, LLC
N/A—90,473-90,473-100%$6.6M———
Coston, McIsaac & Partners
N/A—89,599-89,599-100%$6.4M———
Financial Advisors Network, Inc.
N/A—89,544-89,544-100%$6.4M———
Trexquant Investment LP
N/A—89,537-89,537-100%$6.4M———
Newport Trust Company, LLC
N/A—89,463-89,463-100%$6.4M———
Vestmark Advisory Solutions, Inc.
N/A—89,212-89,212-100%$6.4M———
Tyche Wealth Partners LLC
N/A—87,728-87,728-100%$6.3M———
Bcwm, LLC
N/A—87,550-87,550-100%$6.3M———
Waterloo Capital, L.P.
N/A—87,133-87,133-100%$6.3M———
Opal Capital LLC
N/A—87,116-87,116-100%$6.3M———
Stratos Wealth Partners, Ltd.
N/A—87,026-87,026-100%$6.3M———
Seneca House Advisors
N/A—86,397-86,397-100%$6.2M———
Hollencrest Capital Management
N/A—86,360-86,360-100%$6.2M———
Whittier Trust Co of Nevada Inc
N/A—86,315-86,315-100%$6.3M———
Park Circle Co
N/A—86,050-86,050-100%$6.2M———
Jupiter Topco LLC
N/A—85,566-85,566-100%$6.2M———
Dean Investment Associates, LLC
N/A—83,696-83,696-100%$6.0M———
Bleakley Financial Group, LLC
N/A—83,585-83,585-100%$6.0M———
Freestone Capital Holdings, LLC
N/A—81,530-81,530-100%$5.9M———
Intech Investment Management LLC
N/A—81,232-81,232-100%$5.8M———
Squarepoint Ops LLC
N/A—79,509-79,509-100%$5.7M———
Meiji Yasuda Asset Management Co Ltd.
N/A—79,392-79,392-100%$5.7M———
ExodusPoint Capital Management, LP
N/A—79,339-79,339-100%$5.7M———
Johnson Investment Counsel Inc
N/A—78,147-78,147-100%$5.6M———
Kinloch Capital, LLC
N/A—77,424-77,424-100%$5.6M———
SVB Wealth LLC
N/A—77,348-77,348-100%$5.6M———
Summit Financial, LLC
N/A—76,585-76,585-100%$5.6M———
IHT Wealth Management, LLC
N/A—76,309-76,309-100%$5.5M———
Principal Securities, Inc.
N/A—76,000-76,000-100%$5.5M———
Heritage Wealth Advisors
N/A—75,482-75,482-100%$5.4M———
Lowe Brockenbrough & Co Inc
N/A—75,186-75,186-100%$5.4M———
Arrow Capital Pty Ltd
N/A—75,000-75,000-100%$5.4M———
EFG International AG
N/A—74,832-74,832-100%$5.4M———
Argent Trust Co
N/A—74,104-74,104-100%$5.3M———
PFG Investments, LLC
N/A—73,508-73,508-100%$5.3M———
Hantz Financial Services, Inc.
N/A—73,323-73,323-100%$5.3M———
MainStreet Investment Advisors LLC
N/A—73,176-73,176-100%$5.3M———
Cedar Wealth Management, LLC
N/A—73,101-73,101-100%$5.3M———
First Manhattan Co. Llc.
N/A—71,006-71,006-100%$5.2M———
Sound View Wealth Advisors Group, LLC
N/A—68,995-68,995-100%$5.0M———
Slagle Financial, LLC
N/A—68,322-68,322-100%$4.9M———
Focus Partners Advisor Solutions, LLC
N/A—68,094-68,094-100%$4.9M———
Founders Financial Alliance, LLC
N/A—66,684-66,684-100%$4.8M———
Employees Retirement System of Texas
N/A—66,501-66,501-100%$4.8M———
Mufg Securities Emea plc
N/A—65,360-65,360-100%$4.7M———
West Michigan Advisors, LLC
N/A—65,314-65,314-100%$4.8M———
Tudor Investment Corp ET AL
N/A—65,235-65,235-100%$4.7M———
Stock Yards Bank & Trust Co
N/A—64,261-64,261-100%$4.6M———
Texas Yale Capital Corp.
N/A—63,548-63,548-100%$4.6M———
Empirical Finance, LLC
N/A—63,435-63,435-100%$4.6M———
Evolve Private Wealth, LLC
N/A—63,407-63,407-100%$4.6M———
Pine Valley Investments Ltd Liability Co
N/A—62,988-62,988-100%$4.6M———
Group One Trading LLC
N/A—62,858-62,858-100%$4.5M———
Loomis Sayles & Co L P
N/A—62,805-62,805-100%$4.5M———
Ameritas Advisory Services, LLC
N/A—60,861-60,861-100%$4.4M———
Aviva PLC
N/A—60,663-60,663-100%$4.4M———
Strategic Investment Advisors / MI
N/A—60,208-60,208-100%$4.3M———
Balyasny Asset Management L.P.
N/A—60,008-60,008-100%$4.3M———
NewEdge Wealth, LLC
N/A—59,746-59,746-100%$4.3M———
Haverford Trust Co
N/A—59,696-59,696-100%$4.3M———
Bollard Group LLC
N/A—58,116-58,116-100%$4.2M———
BFC Planning, Inc.
N/A—58,112-58,112-100%$4.2M———
Verition Fund Management LLC
N/A—57,888-57,888-100%$4.2M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—57,568-57,568-100%$4.1M———
Ossiam
N/A—57,167-57,167-100%$4.1M———
World Investment Advisors
N/A—56,105-56,105-100%$3.8M———
Dana Investment Advisors, Inc.
N/A—55,330-55,330-100%$4.0M———
Engineers Gate Manager LP
N/A—55,173-55,173-100%$4.0M———
Moors & Cabot, Inc.
N/A—54,743-54,743-100%$3.9M———
P.A.W. Capital Corp
N/A—54,300-54,300-100%$3.9M———
RiverFront Investment Group, LLC
N/A—53,829-53,829-100%$3.9M———
Stokes Family Office, LLC
N/A—53,764-53,764-100%$3.9M———
Simmons Bank
N/A—53,080-53,080-100%$3.8M———
Meeder Advisory Services, Inc.
N/A—52,995-52,995-100%$3.8M———
Zions Bancorporation, National Association
N/A—52,972-52,972-100%$3.8M———
Exit Wealth Advisors, Llc.
N/A—52,293-52,293-100%$3.8M———
Bessemer Group Inc
N/A—51,951-51,951-100%$3.7M———
Fortune Financial Advisors, LLC
N/A—50,558-50,558-100%$3.6M———
Mufg Securities Americas Inc.
N/A—50,295-50,295-100%$3.6M———
Maverick Capital LTD
N/A—50,201-50,201-100%$3.6M———
Clark Estates Inc
N/A—48,613-48,613-100%$3.5M———
OneDigital Investment Advisors LLC
N/A—48,361-48,361-100%$3.5M———
Moneta Group Investment Advisors LLC
N/A—48,221-48,221-100%$3.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—48,052-48,052-100%$3.5M———
Scotia Capital Inc.
N/A—47,845-47,845-100%$3.4M———
Peak Retirement Planning, Inc.
N/A—47,507-47,507-100%$3.4M———
Peapack Gladstone Financial Corp
N/A—46,483-46,483-100%$3.3M———
Coldstream Capital Management Inc
N/A—46,004-46,004-100%$3.3M———
Geneos Wealth Management Inc.
N/A—44,846-44,846-100%$3.2M———
Securian Asset Management, Inc
N/A—44,375-44,375-100%$3.3M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—44,194-44,194-100%$3.2M———
Ausdal Financial Partners, Inc.
N/A—44,004-44,004-100%$3.2M———
Nicolet Bankshares Inc
N/A—43,487-43,487-100%$3.1M———
Hayek Kallen Investment Management
N/A—43,485-43,485-100%$3.1M———
Bridges Investment Management Inc
N/A—43,340-43,340-100%$3.1M———
Jain Global LLC
N/A—42,950-42,950-100%$3.1M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—42,836-42,836-100%$3.1M———
Segall Bryant & Hamill, LLC
N/A—42,763-42,763-100%$3.1M———
Canada Post Corp Registered Pension Plan
N/A—42,088-42,088-100%$3.0M———
Silvercrest Asset Management Group LLC
N/A—41,732-41,732-100%$3.0M———
DoubleLine ETF Adviser LP
N/A—41,476-41,476-100%$3.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—40,808-40,808-100%$2.9M———
Morningstar Investment Management LLC
N/A—40,785-40,785-100%$2.7M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—40,505-40,505-100%$2.9M———
Callan Family Office, LLC
N/A—40,461-40,461-100%$2.9M———
Alley Investment Management Company, LLC
N/A—39,966-39,966-100%$2.9M———
Essex Financial Services, Inc.
N/A—39,682-39,682-100%$2.9M———
Horizon Kinetics Asset Management LLC
N/A—38,957-38,957-100%$2.8M———
Voleon Capital Management LP
N/A—38,726-38,726-100%$2.8M———
Belpointe Asset Management LLC
N/A—38,394-38,394-100%$2.8M———
Kovack Advisors, Inc.
N/A—37,863-37,863-100%$2.7M———
Cary Street Partners Financial LLC
N/A—37,712-37,712-100%$2.7M———
North Star Asset Management Inc
N/A—36,820-36,820-100%$2.6M———
Flputnam Investment Management Co
N/A—36,769-36,769-100%$2.6M———
Edgar Lomax Co
N/A—36,640-36,640-100%$2.6M———
Hilltop Holdings Inc.
N/A—36,121-36,121-100%$2.6M———
Savvy Advisors, Inc.
N/A—36,100-36,100-100%$2.6M———
Smartleaf Asset Management LLC
N/A—35,946-35,946-100%$2.7M———
Personal CFO Solutions, LLC
N/A—35,907-35,907-100%$2.6M———
Whalerock Point Partners, LLC
N/A—34,702-34,702-100%$2.5M———
Trivium Point Advisory, LLC
N/A—34,519-34,519-100%$2.5M———
Alerus Financial NA
N/A—34,492-34,492-100%$2.5M———
Western Wealth Management, LLC
N/A—34,472-34,472-100%$2.5M———
Bogart Wealth, LLC
N/A—34,468-34,468-100%$2.5M———
SouthState Bank Corp
N/A—34,074-34,074-100%$2.5M———
XTX Topco Ltd
N/A—33,896-33,896-100%$2.4M———
UMB Bank, n.a.
N/A—33,631-33,631-100%$2.4M———
Prudential PLC
N/A—33,416-33,416-100%$2.4M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—33,406-33,406-100%$2.4M———
Drucker Wealth 3.0, LLC
N/A—33,255-33,255-100%$2.4M———
Edgestream Partners, L.P.
N/A—33,222-33,222-100%$2.4M———
Kavar Capital Partners Group, LLC
N/A—32,665-32,665-100%$2.4M———
BNP Paribas Asset Management Holding S.A.
N/A—32,566-32,566-100%$2.3M———
Affinity Investment Advisors, LLC
N/A—32,548-32,548-100%$2.3M———
Silver OAK Securities, Incorporated
N/A—32,082-32,082-100%$2.3M———
one8zero8, LLC
N/A—31,504-31,504-100%$2.3M———
Paradigm Capital Management, LLC
N/A—31,436-31,436-100%$2.3M———
Ellenbecker Investment Group
N/A—31,267-31,267-100%$2.2M———
Brandywine Trust Co
N/A—30,814-30,814-100%$2.2M———
HM Payson & Co
N/A—30,452-30,452-100%$2.2M———
Westwood Holdings Group Inc
N/A—30,208-30,208-100%$2.2M———
Sharpepoint LLC
N/A—30,008-30,008-100%$2.2M———
HBK Sorce Advisory LLC
N/A—29,509-29,509-100%$2.0M———
Twin Tree Management, LP
N/A—29,330-29,330-100%$2.1M———
X-Square Capital, LLC
N/A—29,313-29,313-100%$2.1M———
Fortis Group Advisors, LLC
N/A—29,091-29,091-100%$2.1M———
Metis Global Partners, LLC
N/A—29,061-29,061-100%$2.1M———
Tower Research Capital LLC (TRC)
N/A—28,942-28,942-100%$2.1M———
Entropy Technologies, LP
N/A—28,505-28,505-100%$2.1M———
Bradley Foster & Sargent Inc
N/A—28,313-28,313-100%$2.0M———
TCW Group Inc
N/A—28,273-28,273-100%$2.0M———
Intrust Bank NA
N/A—28,254-28,254-100%$2.0M———
Cornerstone Select Advisors, LLC
N/A—28,195-28,195-100%$2.0M———
Modern Wealth Management, LLC
N/A—27,889-27,889-100%$2.0M———
Berkshire Asset Management LLC
N/A—27,804-27,804-100%$2.0M———
Arvest Bank Trust Division
N/A—27,636-27,636-100%$2.0M———
Mitchell Mcleod Pugh & Williams Inc
N/A—27,626-27,626-100%$2.0M———
Stratos Wealth Advisors, LLC
N/A—27,499-27,499-100%$2.0M———
FIL Ltd
N/A—27,298-27,298-100%$2.0M———
RWA Wealth Partners, LLC
N/A—26,879-26,879-100%$1.9M———
Taylor Hoffman Capital Management LLC
N/A—26,858-26,858-100%$1.9M———
LGT Group Foundation
N/A—26,610-26,610-100%$1.9M———
Allianz SE
N/A—26,305-26,305-100%$1.9M———
Ostrum Asset Management
N/A—26,184-26,184-100%$1.9M———
Wealth Alliance, LLC
N/A—25,971-25,971-100%$1.9M———
Frec Markets, Inc.
N/A—25,447-25,447-100%$1.8M———
Rothschild Investment LLC
N/A—25,446-25,446-100%$1.8M———
NorthCoast Asset Management LLC
N/A—25,253-25,253-100%$1.8M———
Groupama Asset Managment
N/A—25,062-25,062-100%$1.8M———
Vigil Wealth Management, LLC
N/A—24,300-24,300-100%$1.7M———
Sargent Investment Group, LLC
N/A—24,207-24,207-100%$1.7M———
Syon Capital LLC
N/A—24,134-24,134-100%$1.7M———
Marco Investment Management LLC
N/A—24,089-24,089-100%$1.7M———
denkapparat Operations GmbH
N/A—23,930-23,930-100%$1.7M———
Pure Financial Advisors, LLC
N/A—23,753-23,753-100%$1.7M———
WCG Wealth Advisors LLC
N/A—23,587-23,587-100%$1.7M———
Keynote Financial Services LLC
N/A—23,585-23,585-100%$1.7M———
Van Eck Associates Corp
N/A—23,546-23,546-100%$1.7M———
Arete Wealth Advisors, LLC
N/A—23,479-23,479-100%$1.7M———
Logan Capital Management Inc
N/A—23,424-23,424-100%$1.7M———
Capital Financial Group Inc\co\
N/A—23,115-23,115-100%$1.7M———
Ballentine Partners, LLC
N/A—22,900-22,900-100%$1.6M———
Sagewood Asset Management LP
N/A—22,355-22,355-100%$1.6M———
One Capital Management, LLC
N/A—22,338-22,338-100%$1.5M———
Ethos Financial Group, LLC
N/A—22,166-22,166-100%$1.6M———
Kera Capital Partners, Inc.
N/A—22,084-22,084-100%$1.6M———
Leavell Investment Management, Inc.
N/A—21,895-21,895-100%$1.6M———
Crawford Investment Counsel Inc
N/A—21,667-21,667-100%$1.6M———
Advyzon Investment Management, LLC
N/A—21,561-21,561-100%$1.6M———
LaSalle St. Investment Advisors, LLC
N/A—21,476-21,476-100%$1.5M———
Smith, Moore & Co.
N/A—21,357-21,357-100%$1.5M———
Resurgent Financial Advisors LLC
N/A—21,291-21,291-100%$1.5M———
HighPoint Advisor Group LLC
N/A—21,233-21,233-100%$1.5M———
R.m.sincerbeaux Capital Management LLC
N/A—21,032-21,032-100%$1.5M———
Emerald Investment Advisers, LLC
N/A—20,972-20,972-100%$1.5M———
Prosperity Consulting Group, LLC
N/A—20,964-20,964-100%$1.5M———
Aurdan Capital Management, LLC
N/A—20,906-20,906-100%$1.5M———
Odyssean, LLC
N/A—20,851-20,851-100%$1.5M———
Insigneo Advisory Services, LLC
N/A—20,844-20,844-100%$1.5M———
Measured Wealth Private Client Group, LLC
N/A—20,843-20,843-100%$1.5M———
Rehmann Capital Advisory Group
N/A—20,808-20,808-100%$1.5M———
Red Door Wealth Management, LLC
N/A—20,601-20,601-100%$1.5M———
Mainstay Capital Management LLC
N/A—20,586-20,586-100%$1.5M———
Inceptionr LLC
N/A—20,568-20,568-100%$1.5M———
New Age Alpha Advisors, LLC
N/A—20,537-20,537-100%$1.5M———
Diversified Trust Co
N/A—20,504-20,504-100%$1.5M———
Dodge & COX
N/A—20,500-20,500-100%$1.5M———
Everstar Asset Management, LLC
N/A—20,484-20,484-100%$1.5M———
Ancora Advisors LLCA
N/A—20,459-20,459-100%$1.5M———
Zhang Financial LLC
N/A—20,358-20,358-100%$1.5M———
Cambient Family Office, LLC
N/A—20,268-20,268-100%$1.5M———
Private Wealth Asset Management, LLC
N/A—20,259-20,259-100%$1.5M———
Spreng Capital Management, Inc.
N/A—20,227-20,227-100%$1.5M———
Gateway Wealth Partners, LLC
N/A—20,215-20,215-100%$1.5M———
McKinney Capital Management, LLC
N/A—20,201-20,201-100%$1.5M———
Atom Investors LP
N/A—20,117-20,117-100%$1.4M———
IFG Advisory, LLC
N/A—19,986-19,986-100%$1.4M———
Beck Mack & Oliver LLC
N/A—19,896-19,896-100%$1.4M———
Fiduciary Trust Co
N/A—19,891-19,891-100%$1.4M———
Westbourne Investments, Inc.
N/A—19,743-19,743-100%$1.4M———
Qtron Investments LLC
N/A—19,695-19,695-100%$1.4M———
Financial Sense Advisors, Inc.
N/A—19,557-19,557-100%$1.4M———
Fidelis Capital Partners, LLC
N/A—19,534-19,534-100%$1.4M———
Klcm Advisors, Inc.
N/A—19,416-19,416-100%$1.4M———
Richard W. Paul & Associates, LLC
N/A—19,140-19,140-100%$1.4M———
Mork Capital Management, LLC
N/A—19,100-19,100-100%$1.4M———
Jaffetilchin Investment Partners, LLC
N/A—18,765-18,765-100%$1.4M———
Capital Advisors Inc
N/A—18,763-18,763-100%$1.4M———
Charter Research & Investment Group, Inc.
N/A—18,677-18,677-100%$1.3M———
Catalyst Financial Partners LLC
N/A—18,642-18,642-100%$1.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—18,396-18,396-100%$1.3M———
ArchPoint Investors
N/A—18,317-18,317-100%$1.3M———
SageView Advisory Group, LLC
N/A—18,233-18,233-100%$1.3M———
Widmann Financial Services, Inc.
N/A—18,213-18,213-100%$1.3M———
Hexagon Capital Partners LLC
N/A—18,193-18,193-100%$1.3M———
Graham Capital Management, L.P.
N/A—18,100-18,100-100%$1.3M———
Sumitomo Life Insurance Co
N/A—18,048-18,048-100%$1.3M———
Centaurus Financial, Inc.
N/A—17,827-17,827-100%$1.3M———
Mattson Financial Services, LLC
N/A—17,786-17,786-100%$1.3M———
PeakShares LLC
N/A—17,780-17,780-100%$1.3M———
Keystone Financial Group
N/A—17,486-17,486-100%$1.3M———
Berkeley Capital Partners, LLC
N/A—17,371-17,371-100%$1.2M———
Picton Mahoney Asset Management
N/A—17,175-17,175-100%$1.2M———
Disciplined Investors, L.L.C.
N/A—17,112-17,112-100%$1.2M———
Vanguard National Trust Co
N/A—16,827-16,827-100%$1.2M———
Shah Wealth Advisors, LLC
N/A—16,800-16,800-100%$1.2M———
Capstone Investment Advisors, LLC
N/A—16,674-16,674-100%$1.2M———
Z3 Capital Partners, LLC
N/A—16,674-16,674-100%$1.2M———
GeoWealth Management, LLC
N/A—16,656-16,656-100%$1.2M———
Redwood Investment Management, LLC
N/A—16,414-16,414-100%$1.2M———
GWN Securities Inc.
N/A—16,404-16,404-100%$1.2M———
Tradition Wealth Management, LLC
N/A—16,215-16,215-100%$1.2M———
Two Sigma Securities, LLC
N/A—16,124-16,124-100%$1.2M———
Rexford Capital Inc
N/A—16,119-16,119-100%$1.2M———
LOS Angeles Capital Management LLC
N/A—16,038-16,038-100%$1.2M———
Bridgefront Capital, LLC
N/A—16,037-16,037-100%$1.2M———
Element Capital Management LLC
N/A—16,000-16,000-100%$1.2M———
Cozad Asset Management Inc
N/A—15,824-15,824-100%$1.1M———
Checchi Capital Advisers, LLC
N/A—15,789-15,789-100%$1.1M———
Mosaic Family Wealth Partners, LLC
N/A—15,657-15,657-100%$1.1M———
Boston Partners
N/A—15,596-15,596-100%$1.1M———
Evernest Financial Advisors, LLC
N/A—15,363-15,363-100%$1.1M———
Chelsea Counsel Co
N/A—15,310-15,310-100%$1.1M———
Magnolia Capital Advisors LLC
N/A—15,156-15,156-100%$1.1M———
Centiva Capital, LP
N/A—15,154-15,154-100%$1.1M———
Ameritas Investment Partners, Inc.
N/A—15,130-15,130-100%$1.1M———
Bartlett & Co. Wealth Management LLC
N/A—15,084-15,084-100%$1.1M———
Catalyst Funds Management Pty Ltd
N/A—15,054-15,054-100%$1.1M———
Kapstone Financial Advisors LLC
N/A—15,041-15,041-100%$1.1M———
Myda Advisors LLC
N/A—15,000-15,000-100%$1.1M———
Purkiss Capital Advisors LLC
N/A—14,392-14,392-100%$1.0M———
VeraBank, N.A.
N/A—14,338-14,338-100%$1.0M———
Mokan Wealth Management Inc.
N/A—14,264-14,264-100%$1.0M———
City National Bank of Florida
N/A—14,243-14,243-100%$1.0M———
Klingenstein Fields & Co LP
N/A—14,221-14,221-100%$1.0M———
Bluespring Wealth Management, LLC
N/A—14,215-14,215-100%$1.0M———
Holderness Investments Co
N/A—14,168-14,168-100%$1.0M———
F/m Investments LLC
N/A—14,159-14,159-100%$1.0M———
Cannell & Spears LLC
N/A—14,095-14,095-100%$1.0M———
National Philanthropic Trust
N/A—13,992-13,992-100%$1.0M———
Longfellow Investment Management Co LLC
N/A—13,900-13,900-100%$1.0M———
Fi3 Financial Advisors, LLC
N/A—13,851-13,851-100%$4.9M———
Pallas Capital Advisors LLC
N/A—13,760-13,760-100%$990.0K———
Koss-Olinger Consulting, LLC
N/A—13,695-13,695-100%$985.3K———
Fiduciary Group, LLC
N/A—13,548-13,548-100%$974.8K———
44 Wealth Management LLC
N/A—13,546-13,546-100%$974.7K———
Strathmore Capital Advisors, Inc.
N/A—13,374-13,374-100%$976.1K———
Brooks, Moore & Associates, Inc.
N/A—13,331-13,331-100%$959.2K———
Capital International Sarl
N/A—13,315-13,315-100%$958.0K———
Resolute Advisors LLC
N/A—13,308-13,308-100%$971.6K———
Bull Harbor Capital LLC
N/A—13,260-13,260-100%$954.1K———
Gladstone Institutional Advisory LLC
N/A—13,250-13,250-100%$953.3K———
Vermillion & White Wealth Management Group, LLC
N/A—13,237-13,237-100%$952.4K———
NorthStar Asset Management LLC
N/A—13,215-13,215-100%$950.8K———
GSA Capital Partners LLP
N/A—13,149-13,149-100%$946.0K———
Papamarkou Wellner Asset Management inc.
N/A—13,140-13,140-100%$867.1K———
Dakota Wealth Management
N/A—13,108-13,108-100%$943.1K———
FLC Capital Advisors
N/A—13,044-13,044-100%$938.5K———
McGowan Group Asset Management, Inc.
N/A—12,876-12,876-100%$926.5K———
Tevis Investment Management
N/A—12,866-12,866-100%$939.3K———
Clark Capital Management Group, Inc.
N/A—12,766-12,766-100%$918.5K———
Storen Legacy Partners, LLC
N/A—12,723-12,723-100%$915.4K———
Van Hulzen Asset Management, LLC
N/A—12,689-12,689-100%$913.0K———
Nwam LLC
N/A—12,675-12,675-100%$912.0K———
Walter & Keenan Wealth Management LLC
N/A—12,667-12,667-100%$911.4K———
Rothschild Wealth LLC
N/A—12,629-12,629-100%$908.7K———
MidFirst Bank
N/A—12,619-12,619-100%$907.9K———
Aureus Asset Management, LLC
N/A—12,491-12,491-100%$898.7K———
Clarity Financial LLC
N/A—12,422-12,422-100%$893.8K———
Havemeyer Place LP
N/A—12,338-12,338-100%$887.7K———
Boothbay Fund Management, LLC
N/A—12,251-12,251-100%$881.5K———
Safeguard Investment Advisory Group, LLC
N/A—12,202-12,202-100%$877.9K———
Ariadne Wealth Management, LP
N/A—12,178-12,178-100%$876.2K———
Boston Family Office LLC
N/A—12,164-12,164-100%$875.0K———
Northstar Financial Companies, Inc.
N/A—12,042-12,042-100%$866.4K———
Northstar Advisory Group, LLC
N/A—11,972-11,972-100%$861.4K———
Spinnaker Trust
N/A—11,919-11,919-100%$857.6K———
Continuum Advisory, LLC
N/A—11,907-11,907-100%$856.7K———
WealthTrust Axiom LLC
N/A—11,901-11,901-100%$856.3K———
JT Stratford LLC
N/A—11,815-11,815-100%$850.1K———
Transamerica Financial Advisors, LLC
N/A—11,789-11,789-100%$851.6K———
Rogco, LP
N/A—11,788-11,788-100%$848.1K———
Gilbert & Cook, Inc.
N/A—11,774-11,774-100%$847.1K———
Serenus Wealth Advisors, LLC
N/A—11,721-11,721-100%$843.3K———
JMN Financial LLC
N/A—11,684-11,684-100%$853.4K———
Anchor Investment Management, LLC
N/A—11,684-11,684-100%$840.7K———
One Wealth Advisors, LLC
N/A—11,617-11,617-100%$835.8K———
Paragon Financial Partners, Inc.
N/A—11,614-11,614-100%$793.6K———
CoreFirst Bank & Trust
N/A—11,568-11,568-100%$832.3K———
Callahan Advisors, LLC
N/A—11,527-11,527-100%$829.4K———
Virtus Advisers, LLC
N/A—11,506-11,506-100%$827.9K———
Stratos Investment Management, LLC
N/A—11,502-11,502-100%$827.6K———
Tiaa Wealth Investment Management LLC
N/A—11,388-11,388-100%$820.9K———
Intellectus Partners, LLC
N/A—11,351-11,351-100%$828.8K———
Loudon Investment Management, LLC
N/A—11,318-11,318-100%$814.3K———
HHM Wealth Advisors, LLC
N/A—11,276-11,276-100%$811.3K———
Axis Wealth Partners, LLC
N/A—11,185-11,185-100%$804.8K———
United Bank
N/A—11,141-11,141-100%$801.6K———
Van Diest Capital, LLC
N/A—11,085-11,085-100%$797.5K———
Evercore Wealth Management, LLC
N/A—11,057-11,057-100%$795.6K———
Choate Investment Advisors
N/A—11,033-11,033-100%$793.8K———
Delta Asset Management LLC
N/A—11,029-11,029-100%$793.5K———
ABN Amro Bank N.V.
N/A—11,000-11,000-100%$809.3K———
Astoria Portfolio Advisors Llc.
N/A—10,983-10,983-100%$790.2K———
Cladis Investment Advisory, LLC
N/A—10,914-10,914-100%$785.3K———
Waddell & Associates, LLC
N/A—10,904-10,904-100%$784.5K———
N.E.W. Advisory Services LLC
N/A—10,792-10,792-100%$776.5K———
Atlas Capital Advisors Inc.
N/A—10,770-10,770-100%$774.9K———
CacheTech Inc.
N/A—10,754-10,754-100%$773.8K———
Proficio Capital Partners LLC
N/A—10,740-10,740-100%$772.8K———
Azimuth Capital Investment Management LLC
N/A—10,700-10,700-100%$769.9K———
Fund Advisors of America Inc
N/A—10,586-10,586-100%$761.7K———
Evelyn Partners Group Ltd
N/A—10,571-10,571-100%$760.6K———
Transcend Capital Advisors, LLC
N/A—10,494-10,494-100%$755.0K———
Siemens Fonds Invest GmbH
N/A—10,386-10,386-100%$747.3K———
Truvestments Capital LLC
N/A—10,341-10,341-100%$744.0K———
CVA Family Office, LLC
N/A—10,327-10,327-100%$743.0K———
Spartan Wealth Advisory Services LLC
N/A—10,319-10,319-100%$742.4K———
SageGuard Financial Group, LLC
N/A—10,292-10,292-100%$740.5K———
J. M. Brown & Associates Inc.
N/A—10,278-10,278-100%$739.6K———
Fortress Private Ledger, LLC
N/A—10,274-10,274-100%$739.2K———
Second Half Financial Partners, LLC
N/A—10,263-10,263-100%$738.4K———
Tocqueville Asset Management L.P.
N/A—10,260-10,260-100%$738.2K———
Douglass Winthrop Advisors, LLC
N/A—10,223-10,223-100%$735.5K———
Colonial Trust Co / SC
N/A—10,203-10,203-100%$734.1K———
Vectors Research Management, LLC
N/A—10,197-10,197-100%$733.7K———
Cornerstone Advisory, LLC
N/A—10,142-10,142-100%$729.7K———
Rodgers Brothers Inc.
N/A—10,086-10,086-100%$725.7K———
Howe & Rusling Inc
N/A—10,017-10,017-100%$720.7K———
Patron Partners, LLC
N/A—9,996-9,996-100%$719.2K———
Garden State Investment Advisory Services LLC
N/A—9,969-9,969-100%$717.2K———
Schnieders Capital Management, Llc.
N/A—9,895-9,895-100%$711.9K———
CFO4Life Group, LLC
N/A—9,863-9,863-100%$709.6K———
PCM Encore, LLC
N/A—9,863-9,863-100%$709.7K———
Texas Capital Bank Wealth Management Services Inc
N/A—9,831-9,831-100%$707.4K———
Private Advisory Group LLC
N/A—9,794-9,794-100%$704.7K———
Peregrine Asset Advisers, Inc.
N/A—9,790-9,790-100%$704.4K———
Pettyjohn, Wood & White, Inc
N/A—9,703-9,703-100%$698.1K———
Composition Wealth, LLC
N/A—9,663-9,663-100%$695.3K———
Bedel Financial Consulting, Inc.
N/A—9,552-9,552-100%$687.3K———
Legacy Financial Advisors, Inc.
N/A—9,521-9,521-100%$685.0K———
1832 Asset Management L.P.
N/A—9,444-9,444-100%$679.5K———
Cambria Investment Management, L.P.
N/A—9,428-9,428-100%$678.3K———
Bouchey Financial Group, Ltd.
N/A—9,411-9,411-100%$682.2K———
BankPlus Trust Department
N/A—9,308-9,308-100%$669.7K———
American Alpha Advisors, LLC
N/A—9,290-9,290-100%$668.4K———
Fortis Capital Advisors, LLC
N/A—9,233-9,233-100%$664.4K———
Liberty Square Wealth Partners LLC
N/A—9,228-9,228-100%$664.0K———
Lafayette Investments, Inc.
N/A—9,188-9,188-100%$661.1K———
Quantbot Technologies LP
N/A—9,162-9,162-100%$659.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—9,129-9,129-100%$656.8K———
First National Bank & Trust Co of Newtown
N/A—9,110-9,110-100%$622.5K———
Trustmark Bank Trust Department
N/A—9,078-9,078-100%$653.2K———
Addison Capital Co
N/A—9,050-9,050-100%$651.2K———
Bearing Point Capital, LLC
N/A—9,024-9,024-100%$649.3K———
Symphony Financial Services, Inc.
N/A—9,020-9,020-100%$649.0K———
Krane Funds Advisors LLC
N/A—9,006-9,006-100%$648.0K———
Yarger Wealth Strategies, LLC
N/A—8,959-8,959-100%$643.2K———
Golden Road Advisors LLC
N/A—8,892-8,892-100%$639.8K———
Reliant Investment Partners, LLC
N/A—8,888-8,888-100%$639.5K———
Cahill Financial Advisors Inc
N/A—8,832-8,832-100%$635.4K———
Dorsey & Whitney Trust Co LLC
N/A—8,805-8,805-100%$633.5K———
Main Street Financial Solutions, LLC
N/A—8,744-8,744-100%$629.1K———
Summit Wealth Partners, LLC
N/A—8,728-8,728-100%$627.9K———
Lavaca Capital LLC
N/A—8,628-8,628-100%$620.8K———
Ameriflex Group, Inc.
N/A—8,627-8,627-100%$620.7K———
Frisch Financial Group, Inc.
N/A—8,621-8,621-100%$629.4K———
Shelton Capital Management
N/A—8,616-8,616-100%$619.9K———
OneAscent Financial Services LLC
N/A—8,610-8,610-100%$619.5K———
Uniting Wealth Partners, LLC
N/A—8,595-8,595-100%$627.5K———
Goldstone Financial Group, LLC
N/A—8,594-8,594-100%$618.4K———
Perennial Investment Advisors, LLC
N/A—8,562-8,562-100%$616.0K———
Staley Capital Advisers Inc
N/A—8,518-8,518-100%$612.9K———
L2 Asset Management, LLC
N/A—8,456-8,456-100%$608.8K———
LRI Investments, LLC
N/A—8,326-8,326-100%$599.1K———
Orion Investment Co
N/A—8,310-8,310-100%$597.9K———
Baron Silver Stevens Financial Advisors, LLC
N/A—8,289-8,289-100%$596.4K———
Maimon Wealth Management Ltd.
N/A—8,233-8,233-100%$592.4K———
Winning Points Advisors, LLC
N/A—8,225-8,225-100%$591.8K———
FourThought Financial Partners, LLC
N/A—8,220-8,220-100%$591.4K———
Westmount Partners, LLC
N/A—8,093-8,093-100%$582.3K———
O'rourke & Company, Inc
N/A—8,083-8,083-100%$581.6K———
Clarion Wealth Managment Partners, LLC
N/A—8,073-8,073-100%$580.9K———
Bridgewealth Advisory Group, LLC
N/A—8,024-8,024-100%$577.3K———
Cheviot Value Management, LLC
N/A—8,015-8,015-100%$576.7K———
Reaves W H & Co Inc
N/A—8,000-8,000-100%$575.6K———
HighMark Wealth Management LLC
N/A—7,889-7,889-100%$567.6K———
Thoroughbred Financial Services, LLC
N/A—7,889-7,889-100%$567.0K———
Pitcairn Wealth Advisors LLC
N/A—7,839-7,839-100%$564.0K———
Quotient Wealth Partners, LLC
N/A—7,828-7,828-100%$563.3K———
Flow Traders U.S. LLC
N/A—7,816-7,816-100%$562.0K———
Tower Bridge Advisors
N/A—7,791-7,791-100%$560.6K———
Venturi Wealth Management, LLC
N/A—7,762-7,762-100%$558.5K———
Coastal Bridge Advisors, LLC
N/A—7,758-7,758-100%$558.1K———
EWA, LLC
N/A—7,745-7,745-100%$557.2K———
Xcelsior Advisor Partners LLC
N/A—7,680-7,680-100%$552.6K———
Sittner & Nelson, LLC
N/A—7,665-7,665-100%$551.5K———
Banque Transatlantique SA
N/A—7,657-7,657-100%$429.3K———
Centennial Bank
N/A—7,637-7,637-100%$549.5K———
Destination Wealth Management
N/A—7,607-7,607-100%$547.3K———
Asahi Life Asset Management Co., Ltd.
N/A—7,602-7,602-100%$547.0K———
Everpar Advisors LLC
N/A—7,602-7,602-100%$547.0K———
Secured Retirement Advisors, LLC
N/A—7,592-7,592-100%$546.2K———
Marshall Financial Group, LLC
N/A—7,557-7,557-100%$543.7K———
Keel Point, LLC
N/A—7,556-7,556-100%$543.6K———
Schonfeld Strategic Advisors LLC
N/A—7,554-7,554-100%$543.5K———
Fort Point Capital Partners LLC
N/A—7,520-7,520-100%$548.9K———
Sfmg, LLC
N/A—7,510-7,510-100%$540.3K———
First Western Trust Bank
N/A—7,480-7,480-100%$538.2K———
South Dakota Investment Council
N/A—7,449-7,449-100%$536.0K———
Meiji Yasuda Life Insurance Co
N/A—7,442-7,442-100%$535.5K———
McElhenny Sheffield Capital Management, LLC
N/A—7,396-7,396-100%$532.1K———
Berger Financial Group, Inc
N/A—7,354-7,354-100%$529.1K———
Range Advisory, LLC
N/A—7,311-7,311-100%$526.0K———
Institute for Wealth Management, Llc.
N/A—7,298-7,298-100%$525.1K———
Brown Financial Advisors
N/A—7,283-7,283-100%$524.0K———
Second Line Capital, LLC
N/A—7,257-7,257-100%$529.8K———
CI Investments Inc.
N/A—7,187-7,187-100%$517.1K———
Caldwell Sutter Capital, Inc.
N/A—7,093-7,093-100%$510.3K———
Ranch Capital Advisors Inc.
N/A—7,063-7,063-100%$510.8K———
Money Concepts Capital Corp
N/A—7,031-7,031-100%$505.9K———
Chancellor Financial Group WB LP
N/A—6,999-6,999-100%$503.6K———
Dark Forest Capital Management LP
N/A—6,962-6,962-100%$500.9K———
Birmingham Capital Management Co Inc
N/A—6,900-6,900-100%$496.0K———
Rather & Kittrell, Inc.
N/A—6,874-6,874-100%$494.6K———
Harvest Fund Management Co., Ltd
N/A—6,861-6,861-100%$494.0K———
Campbell Deegan Wealth Management, LLC
N/A—6,858-6,858-100%$493.4K———
King Wealth Management Group
N/A—6,782-6,782-100%$488.0K———
Investment Advisory Group, LLC
N/A—6,773-6,773-100%$487.3K———
TRB Wealth Management, LLC
N/A—6,766-6,766-100%$486.8K———
Optas, LLC
N/A—6,739-6,739-100%$484.9K———
Empower Advisory Group, LLC
N/A—6,721-6,721-100%$483.6K———
Defiance ETFs, LLC
N/A—6,713-6,713-100%$480.2K———
Zinnia Wealth Advisory, LLC
N/A—6,684-6,684-100%$480.9K———
First Commonwealth Financial Corp
N/A—6,680-6,680-100%$480.6K———
Philadelphia Investment Partners, LLC
N/A—6,631-6,631-100%$431.5K———
Northwestern Mutual Investment Management Company, LLC
N/A—6,601-6,601-100%$474.9K———
Bank OZK
N/A—6,559-6,559-100%$471.9K———
Blalock Williams, LLC
N/A—6,554-6,554-100%$471.6K———
Thomasville National Bank
N/A—6,543-6,543-100%$470.8K———
Hilltop Partners LLC
N/A—6,538-6,538-100%$470.4K———
Wealthquest Corp
N/A—6,524-6,524-100%$469.5K———
Delta Investment Management, LLC
N/A—6,442-6,442-100%$463.5K———
Wayfinding Financial, LLC
N/A—6,433-6,433-100%$469———
PlanVest Financial, Inc
N/A—6,407-6,407-100%$461.0K———
Capital Analysts, LLC
N/A—6,403-6,403-100%$461.0K———
Rowlandmiller & Partners.adv
N/A—6,402-6,402-100%$460.6K———
Compton Financial Group, LLC
N/A—6,355-6,355-100%$457.2K———
Cascade Financial Partners, LLC
N/A—6,351-6,351-100%$457.0K———
Davis R M Inc
N/A—6,315-6,315-100%$458.1K———
Wallace Capital Management Inc.
N/A—6,280-6,280-100%$451.8K———
KDT Advisors, LLC
N/A—6,245-6,245-100%$449.3K———
Conscious Wealth Investments, LLC
N/A—6,232-6,232-100%$454.9K———
Sandro Wealth Management LLC
N/A—6,213-6,213-100%$447.0K———
Lester Murray Antman dba SimplyRich
N/A—6,199-6,199-100%$446.0K———
E Fund Management Co., Ltd.
N/A—6,198-6,198-100%$445.9K———
Wealth Management Associates, Inc.
N/A—6,196-6,196-100%$445.8K———
Tandem Financial, LLC
N/A—6,188-6,188-100%$451.8K———
Wealthspire Retirement, LLC
N/A—6,149-6,149-100%$442.4K———
West Family Investments, Inc.
N/A—6,103-6,103-100%$439.1K———
Concorde Asset Management, LLC
N/A—6,035-6,035-100%$440.6K———
German American Bancorp, Inc.
N/A—6,026-6,026-100%$433.6K———
Keebeck Wealth Management
N/A—5,982-5,982-100%$437.0K———
Sharp Wealth Advisory, LLC
N/A—5,968-5,968-100%$429.4K———
Silvant Capital Management LLC
N/A—5,966-5,966-100%$429.3K———
Carson Advisory Inc.
N/A—5,962-5,962-100%$429.0K———
MWA Asset Management
N/A—5,913-5,913-100%$425.4K———
Schrum Private Wealth Management LLC
N/A—5,898-5,898-100%$271.5K———
Financial Engines Advisors L.L.C.
N/A—5,861-5,861-100%$421.7K———
Alongside, LLC
N/A—5,840-5,840-100%$420.2K———
49 Wealth Management, LLC
N/A—5,840-5,840-100%$420.2K———
Park Place Capital Corp
N/A—5,838-5,838-100%$420.0K———
Toews Corp
N/A—5,776-5,776-100%$415.6K———
First American Trust, FSB
N/A—5,749-5,749-100%$413.7K———
Legacy Trust
N/A—5,746-5,746-100%$413.4K———
1ST Source Bank
N/A—5,722-5,722-100%$411.7K———
Silver Coast Investments LLC
N/A—5,655-5,655-100%$406.9K———
Atlanta Consulting Group Advisors, LLC
N/A—5,633-5,633-100%$411.4K———
Constant Guidance Financial LLC
N/A—5,609-5,609-100%$403.6K———
Adams Wealth Management
N/A—5,602-5,602-100%$403.1K———
Winthrop Partners - WNY, LLC
N/A—5,600-5,600-100%$402.9K———
Cascades Capital Asset Management, LLC
N/A—5,591-5,591-100%$402.3K———
ST Germain D J Co Inc
N/A—5,587-5,587-100%$402.0K———
Summitry LLC
N/A—5,571-5,571-100%$400.8K———
Alteri Wealth LLC
N/A—5,520-5,520-100%$397.2K———
Kintra Wealth, LLC
N/A—5,520-5,520-100%$359.2K———
Sovereign Financial Group, Inc.
N/A—5,485-5,485-100%$394.6K———
Noble Wealth Partners LLC
N/A—5,443-5,443-100%$391.6K———
Novak & Powell Financial Services, Inc.
N/A—5,402-5,402-100%$388.7K———
Gentry Private Wealth, LLC
N/A—5,316-5,316-100%$382.5K———
Vantus Wealth LLC
N/A—5,241-5,241-100%$377.1K———
Farmers National Bank
N/A—5,239-5,239-100%$376.9K———
GTS Securities LLC
N/A—5,237-5,237-100%$376.8K———
United Bank
N/A—5,170-5,170-100%$372.0K———
Bank of the Bluegrass & Trust Co.
N/A—5,167-5,167-100%$347.9K———
Mosaic Financial Group, LLC
N/A—5,122-5,122-100%$369.0K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—5,117-5,117-100%$371.3K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—5,111-5,111-100%$367.7K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—5,100-5,100-100%$366.9K———
Severin Investments, LLC
N/A—5,100-5,100-100%$366.9K———
Lakeridge Wealth Management LLC
N/A—5,069-5,069-100%$364.7K———
FAS Wealth Partners, Inc.
N/A—5,051-5,051-100%$363.4K———
Valmark Advisers, Inc.
N/A—5,008-5,008-100%$360.3K———
Florida Financial Advisors, LLC
N/A—5,004-5,004-100%$360.0K———
Graver Capital Management, LLC
N/A—5,000-5,000-100%$359.8K———
Manning & Napier Advisors LLC
N/A—4,988-4,988-100%$369.4K———
Strategic Financial Concepts, LLC
N/A—4,987-4,987-100%$358.8K———
ProVise Management Group, LLC
N/A—4,966-4,966-100%$357.3K———
Oakmont Advisory Group, LLC
N/A—4,966-4,966-100%$357.3K———
RFP Financial Group LLC
N/A—4,957-4,957-100%$356.7K———
Icon Wealth Advisors, LLC
N/A—4,953-4,953-100%$356.4K———
Smithfield Trust Co
N/A—4,929-4,929-100%$355.0K———
BSW Wealth Partners
N/A—4,916-4,916-100%$353.7K———
Operose Advisors LLC
N/A—4,900-4,900-100%$352.6K———
Dearborn Partners LLC
N/A—4,865-4,865-100%$350.0K———
Beckerman Institutional, LLC
N/A—4,841-4,841-100%$348.3K———
Becker Capital Management Inc
N/A—4,824-4,824-100%$352.1K———
AdvisorShares Investments LLC
N/A—4,796-4,796-100%$345.1K———
Banque Cantonale Vaudoise
N/A—4,742-4,742-100%$341.0K———
Morris Financial Concepts, Inc.
N/A—4,720-4,720-100%$339.6K———
Baker Avenue Asset Management, LP
N/A—4,712-4,712-100%$339.1K———
Element Wealth, LLC
N/A—4,702-4,702-100%$338.3K———
Invst, LLC
N/A—4,655-4,655-100%$334.9K———
Prostatis Group LLC
N/A—4,618-4,618-100%$332.3K———
Hemenway Trust Co LLC
N/A—4,600-4,600-100%$331.0K———
Broderick Brian C
N/A—4,597-4,597-100%$330.8K———
Parvin Asset Management, LLC
N/A—4,595-4,595-100%$330.6K———
Hodges Capital Management Inc.
N/A—4,590-4,590-100%$330.3K———
DRW Securities, LLC
N/A—4,589-4,589-100%$330.2K———
V2 Financial group LLC
N/A—4,582-4,582-100%$329.7K———
Aegis Wealth Management LLC
N/A—4,567-4,567-100%$328.6K———
Mairs & Power Inc
N/A—4,566-4,566-100%$328.5K———
Nicholson Meyer Capital Management, Inc.
N/A—4,550-4,550-100%$327.4K———
Cyber Hornet ETFs LLC
N/A—4,546-4,546-100%$327.1K———
Trustco Bank Corp N Y
N/A—4,523-4,523-100%$325.4K———
Legacy Wealth Advisors, LLC
N/A—4,520-4,520-100%$325.2K———
IAM Advisory, LLC
N/A—4,506-4,506-100%$324.2K———
Highland Investment Advisors LLC
N/A—4,496-4,496-100%$323.5K———
Steadtrust LLC
N/A—4,474-4,474-100%$321.9K———
Landing Point Financial Group, LLC
N/A—4,474-4,474-100%$321.9K———
Bard Associates Inc
N/A—4,471-4,471-100%$326.4K———
Marble Wealth, LLC
N/A—4,442-4,442-100%$319.6K———
Fairfield, Bush & Co.
N/A—4,435-4,435-100%$319.1K———
Acorns Advisers, LLC
N/A—4,433-4,433-100%$319.0K———
Hills Bank & Trust Co
N/A—4,398-4,398-100%$316.4K———
Nordea Investment Management AB
N/A—4,392-4,392-100%$321.7K———
Townsquare Capital LLC
N/A—4,377-4,377-100%$314.9K———
Drive Wealth Management, LLC
N/A—4,343-4,343-100%$317.1K———
Quent Capital, LLC
N/A—4,336-4,336-100%$312.0K———
Maxele Advisors, LLC
N/A—4,327-4,327-100%$311.3K———
Vantage Point Financial LLC
N/A—4,303-4,303-100%$309.6K———
Webster Bank, N. A.
N/A—4,301-4,301-100%$309.5K———
Aberdeen Wealth Management LLC
N/A—4,285-4,285-100%$308.3K———
IKE Capital, LLC
N/A—4,270-4,270-100%$307.2K———
Renaissance Group LLC
N/A—4,256-4,256-100%$306.2K———
Capital Group Private Client Services, Inc.
N/A—4,251-4,251-100%$305.9K———
SHP Wealth Management
N/A—4,241-4,241-100%$305.1K———
Greenline Partners, LLC
N/A—4,187-4,187-100%$301.3K———
Stonebridge Financial Group, LLC / MO
N/A—4,184-4,184-100%$301.1K———
Okabena Investment Services Inc
N/A—4,180-4,180-100%$300.8K———
Strait & Sound Wealth Management LLC
N/A—4,149-4,149-100%$298.5K———
MJP Associates Inc
N/A—4,131-4,131-100%$297.2K———
Providence Financial Advisors, LLC
N/A—4,126-4,126-100%$296.8K———
Guardian Wealth Advisors, LLC / NC
N/A—4,116-4,116-100%$296.1K———
Paces Ferry Wealth Advisors, LLC
N/A—4,097-4,097-100%$294.8K———
Fiera Capital Corp
N/A—4,080-4,080-100%$293.6K———
Garrison Point Advisors, LLC
N/A—4,078-4,078-100%$293.4K———
Indie Asset Partners, LLC
N/A—4,060-4,060-100%$292.1K———
Keyvantage Wealth, LLC
N/A—4,054-4,054-100%$291.7K———
Beta Wealth Group, Inc.
N/A—4,014-4,014-100%$288.8K———
Compass Capital Corp
N/A—4,000-4,000-100%$267.1K———
Intrepid Capital Management Inc
N/A—4,000-4,000-100%$287.8K———
Cohen & Steers, Inc.
N/A—4,000-4,000-100%$288.0K———
Horizon Investment Services, LLC
N/A—3,999-3,999-100%$287.8K———
River Wealth Advisors LLC
N/A—3,974-3,974-100%$285.9K———
Old North State Trust, LLC
N/A—3,960-3,960-100%$285.0K———
Mission Hills Financial Advisory, LLC
N/A—3,943-3,943-100%$283.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—3,930-3,930-100%$282.7K———
Jackson Thornton Wealth Management, LLC
N/A—3,927-3,927-100%$282.5K———
Jacobs Equity LLC
N/A—3,926-3,926-100%$282.5K———
Vertex Planning Partners, LLC
N/A—3,919-3,919-100%$281.9K———
Roundview Capital LLC
N/A—3,915-3,915-100%$281.7K———
Fielder Capital Group LLC
N/A—3,907-3,907-100%$281.1K———
STG Securities, LLC
N/A—3,902-3,902-100%$280.7K———
Ceeto Capital Group, LLC
N/A—3,900-3,900-100%$285———
Meadowbrook Advisors Group, LLC
N/A—3,888-3,888-100%$279.7K———
DF Dent & Co Inc
N/A—3,886-3,886-100%$279.6K———
Banco Santander, S.A.
N/A—3,882-3,882-100%$279.3K———
Meramec Financial Planners, LLC
N/A—3,862-3,862-100%$281.5K———
Retirement Planning Group, LLC / NY
N/A—3,858-3,858-100%$281.7K———
Cary Street Partners Investment Advisory LLC
N/A—3,850-3,850-100%$277.0K———
Bridgewater Advisors Inc.
N/A—3,831-3,831-100%$215.0K———
Copley Financial Group, Inc.
N/A—3,824-3,824-100%$275.1K———
Poinciana Advisors Group, LLC
N/A—3,815-3,815-100%$274.5K———
Whetstone Capital Advisors, LLC
N/A—3,787-3,787-100%$272.5K———
Kiley Juergens Wealth Management, LLC
N/A—3,773-3,773-100%$271.5K———
Crews Bank & Trust
N/A—3,771-3,771-100%$271.3K———
Wellspring Financial Advisors, LLC
N/A—3,757-3,757-100%$270.4K———
Bellevue Asset Management, LLC
N/A—3,748-3,748-100%$269.7K———
Allied Private Wealth LLC
N/A—3,742-3,742-100%$272.5K———
FSB Premier Wealth Management, Inc.
N/A—3,723-3,723-100%$267.9K———
Aspire Capital Advisors LLC
N/A—3,690-3,690-100%$265.5K———
Daybright Advisory Services, Inc.
N/A—3,687-3,687-100%$251.9K———
SCS Capital Management LLC
N/A—3,680-3,680-100%$265.2K———
North Dallas Bank & Trust Co
N/A—3,586-3,586-100%$258.0K———
Magnolia Private Wealth, LLC
N/A—3,580-3,580-100%$257.6K———
Stonebridge Financial Group, LLC
N/A—3,569-3,569-100%$260———
One Charles Private Wealth Services, LLC
N/A—3,554-3,554-100%$255.7K———
Talisman Wealth Advisors LLC
N/A—3,518-3,518-100%$253.2K———
Performance Wealth Partners, LLC
N/A—3,506-3,506-100%$252.3K———
Kickstand Ventures, Llc.
N/A—3,482-3,482-100%$250.5K———
Blueshift Asset Management, LLC
N/A—3,482-3,482-100%$250.5K———
Estate Planners Group, LLC
N/A—3,479-3,479-100%$250.3K———
Fiduciary Financial Advisors
N/A—3,478-3,478-100%$250.1K———
Bravera Wealth
N/A—3,477-3,477-100%$250.2K———
Warner Group LLC
N/A—3,460-3,460-100%$249.0K———
Alexander Labrunerie & Co., Inc.
N/A—3,458-3,458-100%$248.8K———
Ingalls & Snyder LLC
N/A—3,422-3,422-100%$246.0K———
Naviter Wealth, LLC
N/A—3,404-3,404-100%$248.6K———
Strategic Investment Solutions, Inc.
N/A—3,402-3,402-100%$244.8K———
Partners in Financial Planning
N/A—3,400-3,400-100%$244.6K———
First Foundation Advisors
N/A—3,393-3,393-100%$244.1K———
Wealth Advisors of Tampa Bay, LLC
N/A—3,365-3,365-100%$242.1K———
Star Financial Bank
N/A—3,351-3,351-100%$241.1K———
Inspire Advisors, LLC
N/A—3,349-3,349-100%$240.7K———
Werba Rubin Papier Wealth Management
N/A—3,346-3,346-100%$240.8K———
Ironwood Investment Counsel, LLC
N/A—3,329-3,329-100%$239.5K———
AssuredPartners Investment Advisors, LLC
N/A—3,325-3,325-100%$239.2K———
Blue Chip Partners, LLC
N/A—3,312-3,312-100%$238.3K———
Rasp Wealth Solutions, LLC
N/A—3,307-3,307-100%$237.9K———
Medallion Wealth Advisors, LLC
N/A—3,294-3,294-100%$237.1K———
Strategic Wealth Partners, Ltd.
N/A—3,264-3,264-100%$234.9K———
Prelude Capital Management, LLC
N/A—3,260-3,260-100%$234.6K———
Warner Financial, Inc
N/A—3,253-3,253-100%$234.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,237-3,237-100%$232.9K———
Madison Asset Management, LLC
N/A—3,230-3,230-100%$232.4K———
Brookwood Investment Group LLC
N/A—3,229-3,229-100%$232.3K———
Wick Capital Partners, LLC
N/A—3,217-3,217-100%$231.4K———
Mathes Company, Inc.
N/A—3,209-3,209-100%$231.0K———
Ponta Wealth Partners, LLC
N/A—3,206-3,206-100%$230.7K———
Affinity Wealth Management LLC
N/A—3,204-3,204-100%$230.5K———
Safe Harbor Fiduciary, LLC
N/A—3,190-3,190-100%$229.5K———
Auxano Advisors, LLC
N/A—3,184-3,184-100%$229.1K———
New Republic Capital, LLC
N/A—3,167-3,167-100%$231.2K———
Blue Edge Capital, LLC
N/A—3,164-3,164-100%$227.7K———
Allred Capital Management, LLC
N/A—3,158-3,158-100%$227.2K———
AlphaGrep UK Ltd
N/A—3,149-3,149-100%$226.6K———
Cardiff Park Advisors, LLC
N/A—3,122-3,122-100%$224.6K———
Bluefin Capital Management, LLC
N/A—3,100-3,100-100%$223.0K———
Stonebrook Private Inc.
N/A—3,098-3,098-100%$222.9K———
Talon Private Wealth, LLC
N/A—3,093-3,093-100%$222.6K———
Financial Strategies Group, Inc.
N/A—3,090-3,090-100%$225.5K———
First National Bank of Omaha
N/A—3,090-3,090-100%$228.8K———
Westshore Wealth, LLC
N/A—3,068-3,068-100%$220.7K———
Heartland Bank & Trust Co
N/A—3,053-3,053-100%$219.7K———
Requisite Capital Management, LLC
N/A—3,049-3,049-100%$222.6K———
Owen LaRue, LLC
N/A—3,046-3,046-100%$219.2K———
Cofg Advisors, LLC
N/A—3,044-3,044-100%$219.0K———
Strategies Wealth Advisors, LLC
N/A—3,043-3,043-100%$218.9K———
Dividend Assets Capital, LLC
N/A—3,025-3,025-100%$217.6K———
Pioneer Trust Bank N A
N/A—3,025-3,025-100%$217.6K———
Denver Wealth Management, Inc.
N/A—3,017-3,017-100%$217.0K———
American Trust
N/A—3,003-3,003-100%$216.1K———
Southeast Asset Advisors, LLC
N/A—3,000-3,000-100%$215.9K———
Next Capital Management LLC
N/A—3,000-3,000-100%$215.9K———
JTC Employer Solutions Trustee Ltd
N/A—3,000-3,000-100%$216.0K———
Earned Wealth Advisors, LLC
N/A—2,990-2,990-100%$215.1K———
Per Stirling Capital Management, Llc.
N/A—2,989-2,989-100%$215.1K———
Advisory Alpha, LLC
N/A—2,955-2,955-100%$212.8K———
Harbor Advisory Corp
N/A—2,954-2,954-100%$212.5K———
Kensington Investment Counsel, LLC
N/A—2,953-2,953-100%$212.5K———
Parkwoods Wealth Partners, LLC
N/A—2,951-2,951-100%$212.3K———
Tanglewood Legacy Advisors, LLC
N/A—2,931-2,931-100%$210.9K———
Payne Capital Management, LLC
N/A—2,921-2,921-100%$210.2K———
Wealth Watch Advisors, Inc
N/A—2,918-2,918-100%$210.0K———
Pacific SUN Financial Corp
N/A—2,900-2,900-100%$211.7K———
Cypress Capital Management LLC (WY)
N/A—2,900-2,900-100%$211.7K———
Cercano Management LLC
N/A—2,886-2,886-100%$207.6K———
Phillips Wealth Planners LLC
N/A—2,882-2,882-100%$210.3K———
Atalanta Sosnoff Capital, LLC
N/A—2,877-2,877-100%$207.0K———
Synergy Investment Management, LLC
N/A—2,875-2,875-100%$209.7K———
Voya Financial Advisors, Inc.
N/A—2,867-2,867-100%$212.3K———
Mayport, LLC
N/A—2,857-2,857-100%$205.6K———
First Financial Bankshares Inc
N/A—2,845-2,845-100%$204.7K———
SIH Partners, Lllp
N/A—2,840-2,840-100%$204.3K———
Rockbridge Investment Management, LCC
N/A—2,831-2,831-100%$203.7K———
Members Trust Co
N/A—2,826-2,826-100%$203.3K———
Navis Wealth Advisors, LLC
N/A—2,825-2,825-100%$203.3K———
Elgethun Capital Management
N/A—2,804-2,804-100%$201.7K———
Cannon Wealth Management Services, LLC
N/A—2,803-2,803-100%$201.7K———
Innovative Asset Advisors Group, LLC
N/A—2,785-2,785-100%$203.3K———
Fourth Dimension Wealth, LLC
N/A—2,728-2,728-100%$196.3K———
CNB Bank
N/A—2,568-2,568-100%$184.8K———
Strive Financial Group,LLC
N/A—2,502-2,502-100%$180.0K———
Monetary Management Group Inc
N/A—2,500-2,500-100%$179.9K———
Basecamp Wealth Advisors LLC
N/A—2,464-2,464-100%$177.3K———
Field & Main Bank
N/A—2,400-2,400-100%$172.7K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—2,370-2,370-100%$170.5K———
Aventura Private Wealth, LLC
N/A—2,314-2,314-100%$166.5K———
Westpac Banking Corp
N/A—2,288-2,288-100%$164.6K———
Winch Advisory Services, LLC
N/A—2,256-2,256-100%$162.3K———
Swiss RE LTD
N/A—2,232-2,232-100%$160.6K———
Crewe Advisors LLC
N/A—2,209-2,209-100%$159.5K———
South Plains Financial, Inc.
N/A—2,207-2,207-100%$158.8K———
PIN OAK Investment Advisors Inc
N/A—2,205-2,205-100%$159.0K———
1 North Wealth Services LLC
N/A—2,134-2,134-100%$153.5K———
ESL Trust Services, LLC
N/A—2,000-2,000-100%$143.9K———
Tradewinds, Llc.
N/A—1,989-1,989-100%$1.5M———
Motco
N/A—1,971-1,971-100%$141.8K———
Dogwood Wealth Management LLC
N/A—1,966-1,966-100%$141.5K———
Orion Capital Management LLC
N/A—1,939-1,939-100%$139.5K———
Mcguire Capital Advisors Inc
N/A—1,930-1,930-100%$138.9K———
Rialto Wealth Management, LLC
N/A—1,893-1,893-100%$136.2K———
Glen Eagle Advisors, LLC
N/A—1,890-1,890-100%$136.0K———
Providence Capital Advisors, LLC
N/A—1,886-1,886-100%$135.7K———
Prosperity Bancshares Inc
N/A—1,847-1,847-100%$132.9K———
S&T Bank
N/A—1,817-1,817-100%$130.7K———
GW&K Investment Management, LLC
N/A—1,800-1,800-100%$130.0K———
Security National Bank of SO DAK
N/A—1,785-1,785-100%$128.4K———
Tiaa Trust, National Association
N/A—1,748-1,748-100%$125.8K———
NCP Inc.
N/A—1,700-1,700-100%$122.3K———
Peterson Wealth Management
N/A—1,671-1,671-100%$120.2K———
Proffitt & Goodson Inc
N/A—1,650-1,650-100%$118.7K———
Corsicana & Co.
N/A—1,615-1,615-100%$116.2K———
Millstone Evans Group, LLC
N/A—1,610-1,610-100%$115.8K———
Edmond de Rothschild Holding S.A.
N/A—1,600-1,600-100%$115.1K———
Hillsdale Investment Management Inc.
N/A—1,580-1,580-100%$113.7K———
Roble, Belko & Company, Inc
N/A—1,500-1,500-100%$108.0K———
Leo H. Evart, Inc.
N/A—1,402-1,402-100%$100.9K———
Community Bank, N.A.
N/A—1,394-1,394-100%$100.3K———
Keating Financial Advisory Services, Inc.
N/A—1,365-1,365-100%$98.2K———
JPL Wealth Management, LLC
N/A—1,343-1,343-100%$96.6K———
Westend Capital Management, LLC
N/A—1,337-1,337-100%$96.2K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—1,301-1,301-100%$93.6K———
Boreal Capital Management LLC
N/A—1,300-1,300-100%$94.9K———
BOK Financial Private Wealth, Inc.
N/A—1,290-1,290-100%$94.2K———
Vision Retirement, LLC
N/A—1,264-1,264-100%$91.0K———
Boyd Watterson Asset Management LLC
N/A—1,234-1,234-100%$88.8K———
Caitlin John, LLC
N/A—1,150-1,150-100%$82.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,128-1,128-100%$81.2K———
Penserra Capital Management LLC
N/A—1,095-1,095-100%$68.0K———
Bruce G. Allen Investments, LLC
N/A—1,092-1,092-100%$78.6K———
VSM Wealth Advisory, LLC
N/A—1,080-1,080-100%$77.7K———
Beaird Harris Wealth Management, LLC
N/A—1,067-1,067-100%$76.8K———
Copia Wealth Management
N/A—1,063-1,063-100%$76.5K———
Tacita Capital Inc
N/A—1,037-1,037-100%$74.6K———
Walsh & Associates, LLC
N/A—1,034-1,034-100%$74.4K———
Regatta Research & Money Management
N/A—1,033-1,033-100%$74.3K———
Pingora Partners LLC
N/A—1,000-1,000-100%$72.0K———
EMC Capital Management
N/A—1,000-1,000-100%$73———
Bitterroot Capital Advisors LLC
N/A—1,000-1,000-100%$72.0K———
Sachetta, LLC
N/A—906-906-100%$65.4K———
Colonial Trust Advisors
N/A—886-886-100%$63.7K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—879-879-100%$63.2K———
Kerr Financial Planning Corp
N/A—850-850-100%$61.1K———
IAG Wealth Partners, LLC
N/A—846-846-100%$60.9K———
Nalls Sherbakoff Group, LLC
N/A—825-825-100%$59.4K———
SOA Wealth Advisors, Llc.
N/A—824-824-100%$59.3K———
Clearstead Trust, LLC
N/A—810-810-100%$58.3K———
Tidemark, LLC
N/A—806-806-100%$58.0K———
1015 Capital Partners, LLC
N/A—797-797-100%$57.3K———
Ankerstar Wealth, LLC
N/A—786-786-100%$57.4K———
Abound Financial, LLC
N/A—764-764-100%$55.0K———
Cbiz Investment Advisory Services, LLC
N/A—740-740-100%$48.9K———
Kemnay Advisory Services Inc.
N/A—704-704-100%$50.7K———
Luken Investment Analytics, LLC
N/A—700-700-100%$50.4K———
USA Financial Formulas
N/A—690-690-100%$49.6K———
Cornerstone Financial Management LLC
N/A—648-648-100%$46.6K———
Pinney & Scofield, Inc.
N/A—631-631-100%$45.4K———
Marshall Investment Management, LLC
N/A—624-624-100%$44.9K———
Dunhill Financial, LLC
N/A—618-618-100%$44.5K———
Ogorek Anthony Joseph
N/A—593-593-100%$42———
Evolution Advisers, Inc.
N/A—578-578-100%$41———
Basepoint Wealth LLC
N/A—552-552-100%$39.8K———
WealthCollab, LLC
N/A—534-534-100%$38.4K———
Miller Capital Partners, Inc.
N/A—505-505-100%$36.3K———
Wellington Grp LLC
N/A—501-501-100%$33.1K———
TD Capital Management LLC
N/A—490-490-100%$35.2K———
Darwin Wealth Management, LLC
N/A—474-474-100%$34.1K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—454-454-100%$32.7K———
Prestige Wealth Management Group LLC
N/A—439-439-100%$32.1K———
Graney & King, LLC
N/A—405-405-100%$29.1K———
Steigerwald, Gordon & Koch Inc.
N/A—394-394-100%$28.3K———
Financial Life Planners
N/A—370-370-100%$26.6K———
Estabrook Capital Management
N/A—342-342-100%$24.6K———
Migdal Insurance & Financial Holdings Ltd.
N/A—334-334-100%$24.0K———
Greykasell Wealth Strategies, Inc.
N/A—309-309-100%$22.2K———
Optiver Holding B.V.
N/A—308-308-100%$22.2K———
Stance Capital LLC
N/A—299-299-100%$21.5K———
Kilter Group LLC
N/A—281-281-100%$20.2K———
BNP Paribas
N/A—272-272-100%$19.6K———
Merrithew & Thorsten Inc
N/A—260-260-100%$18———
Security National Bank of Sioux City Iowa
N/A—257-257-100%$18.5K———
IMA Advisory Services, Inc.
N/A—255-255-100%$18.5K———
Wiser Advisor Group LLC
N/A—252-252-100%$18.1K———
Godfrey Financial Associates, Inc.
N/A—245-245-100%$17.6K———
Westfuller Advisors, LLC
N/A—242-242-100%$17.7K———
Meeder Asset Management Inc
N/A—221-221-100%$15.9K———
McMillan Office, Inc.
N/A—210-210-100%$15.1K———
Napier Financial, LLC
N/A—207-207-100%$14.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—179-179-100%$12.9K———
Groupe la Francaise
N/A—150-150-100%$9.5K———
Front Row Advisors LLC
N/A—148-148-100%$9.6K———
Raffa Wealth Management, LLC
N/A—127-127-100%$9.1K———
10Elms LLP
N/A—122-122-100%$8.8K———
Elequin Capital, LP
N/A—116-116-100%$8.3K———
Anchor Bay Capital, Inc.
N/A—105-105-100%$6.9K———
Investment Counsel Co of Nevada
N/A—100-100-100%$7.2K———
Seneschal Advisors, LLC
N/A—100-100-100%$7.2K———
Core Alternative Capital
N/A—100-100-100%$7.2K———
Hamrick Investment Counsel, llc
N/A—91-91-100%$6.5K———
Swan Capital LLC
N/A—75-75-100%$5.4K———
Atomic Invest LLC
N/A—75-75-100%$5.5K———
Altshuler Shaham Ltd
N/A—60-60-100%$4.3K———
Nova Wealth Management, Inc.
N/A—50-50-100%$3.6K———
Quarry LP
N/A—36-36-100%$2.6K———
Investors Portfolio Services LLC
N/A—33-33-100%$2.4K———
Swisher Financial Concepts, Inc.
N/A—31-31-100%$2.2K———
Mpwm Advisory Solutions, LLC
N/A—30-30-100%$2.2K———
HFM Investment Advisors, LLC
N/A—30-30-100%$2.2K———
Three Bearings Fiduciary Advisors, Inc.
N/A—25-25-100%$1.8K———
Game Plan Financial Advisors, LLC
N/A—23-23-100%$1.7K———
Benson Wealth Management Inc
N/A—18-18-100%$1.3K———
FWL Investment Management, LLC
N/A—16-16-100%$1.2K———
Sankala Group LLC
N/A—16-16-100%$1.0K———
Ross\johnson & Associates LLC
N/A—3-3-100%$216———
Osbon Capital Management LLC
N/A—1-1-100%$71———
Erste Asset Management GmbH
N/A—00—$0———
Showing 2649 of 2649 institutions